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.
Ron Carson Tells Why He's Dropping His FINRA License
By Janet LevauxIn an interview with ThinkAdvisor, Carson also says market volatility makes him "excited."
December 06, 2018
CFP Board's Re-Entry Program for Women Shows Signs of SuccessAfter a pilot test with five firms, the Board wants more firms to join.
December 03, 2018
How Ivy League Endowment Performance Stacked UpFor the first time in the 20 years of available data, a 60–40 portfolio outpaced all Ivies in terms of 10-year performance, Markov Processes International reported.
December 03, 2018
Proposed KISS Rules to Cut Red Tape for Commodity Fund ManagersWith a mandate to Keep It Simple Stupid and curtail and clarify regulations, the CFTC has taken some aggressive steps toward that direction.
December 03, 2018
These 4 Questions Reveal Clients' Hidden ConcernsCartesian logic can help advisors and clients make better decisions, negotiation expert Raphael Lapin tells ThinkAdvisor.
December 03, 2018
Banking Regulators to Encourage AML InnovationSome institutions are experimenting with AI and digital identity technology to enhance AML programs.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
American Workers Choose Perks Over Higher Salary by Wide Margin: AICPALess than a third of employees said they were using benefits to their full potential.