Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Doctors and Advisors: More Similar Than You Think
By Bryce SandersYet the public has two very different views of these professions.
July 31, 2019
Ex-Advisor Dawn Bennett Sentenced to 20 Years in PrisonBennett, the former "Financial Myth Busting" radio host, was convicted of defrauding retirees out of $20 million.
July 26, 2019
Treasury's Crime Unit Updates Email Fraud GuidanceFinCEN now includes convertible virtual currency payments among its definitions of email compromise fraud activities.
July 24, 2019
Douglas King Named CFP Board Chair-ElectKing, president and CEO of Prosperity Capital Advisors, is an ex-CEO of Cetera Advisor Networks.
July 22, 2019
How Dan Ariely Sees the Future of Financial AdviceThe behavioral economics researcher tells ThinkAdvisor how he sees the field evolving and about his own positive experience with an advisor.
July 19, 2019
Engaged Couples, Newlyweds Should Talk About Finances More: SurveyOnly 37% are communicating about money on a monthly basis, a new survey finds.
July 19, 2019
How Advisor Biases Influence Client Outcomes: SEI StudyA goals-based wealth management framework can help, the group says.
July 17, 2019
Most Millionaires Don't Consider Themselves Wealthy: Ameriprise SurveyMillionaires have many of the same financial concerns as investors lower on the wealth spectrum, the survey found.