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.
Tax Reform Altered Calculus of Year-End Charitable Deductions
By Robert Bloink and William H. ByrnesClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
Brinker Hires Daniel Crosby as Chief Behavioral OfficerThe popular psychologist and author aims to "bring behavioral tools, training and technology to financial advisors."
November 28, 2018
Fed Chief Concerned With Rising Debt of Highly Leveraged CompaniesInvestors who own "vehicles like collateralized loan obligations" of highly leveraged firms, could be at risk.
November 28, 2018
How One Advisor Helps a Family in CrisisThrough a partnership between the Foundation for Financial Planning and the Financial Planning Association, financial professionals like Yusuf Abugideiri have a powerful way to give back.
November 28, 2018
Top 10 States With Least Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 28, 2018
Top 10 States With Most Generous Wealthy DonorsA Business Insider report focused its ranking on tax filers with incomes exceeding $500,000.
November 27, 2018
CFP Board Proposes Changes to Disciplinary ProcessThe CFP Board also released FAQ guidance concerning revisions to the CFP Board's Code and Standards changes.
November 20, 2018
Investors May Have a False Sense Of Security: NatixisLow interest rates and subdued volatility may have given investors unreasonable expectations, Natixis says.