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.
Protect Clients From Their Worst Financial Enemies: Themselves
By Jane Wollman RusoffBehavioral finance expert Brian Portnoy tells ThinkAdvisor what clients really need from advisors.
July 03, 2018
9 Things I Learned as a Honeymoon Planner for BillionairesFormer travel consultant Brandon Presser knows a thing or two about serving the wealthiest clients.
June 28, 2018
CFP Board: Fiduciary HypocritesCFP stakeholders and certificants should be alarmed at the recent conduct of the board's directors and senior staff.
June 27, 2018
How Debt Can Affect a RelationshipCouples are unsure whose responsibility it is to pay off that debt, Fidelity reports.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
June 27, 2018
Wealth Managers, Stop Cutting Fees If You Want to SurviveFees aren't as sensitive a topic for clients as many wealth managers think, a study finds.
June 26, 2018
Market Correction Showed Why Investors Need AdvisorsInvesco surveyed investors and advisors before and after the February sell-off.
June 26, 2018
Merrill Enhances Mobile App AbilitiesBanking online isn't new, but Merrill's added the ability to scan docs to send to financial advisors.