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.
HighTower to Buy $4.5B Salient Private Client
By Janet LevauxThe deal gives the RIA its first foothold in the Lone Star State and could put it at the $55 billion asset mark.
April 16, 2018
VanEck Launches Real Asset ETF as Inflation Hedge: Portfolio ProductsIn other product news, Research Affiliates launched a new smart beta strategy.
April 13, 2018
Investor Enthusiasm Takes a Beating in Q2: E-TradeAmong 947 self-directed active investors, bullish sentiment fell to 52%, down 16 percentage points from the first quarter.
April 13, 2018
4 Key Tax Categories for Early Planning for 2018 Filing SeasonAdvise clients to start the conversation with their tax professional not too long after they've filed their 2017 taxes.
April 11, 2018
Mick Mulvaney Defends Enforcement Record, or Lack Thereof, at CFPB'Let me be very clear to everyone: We are still going after bad actors,' Mulvaney told lawmakers Wednesday.
April 11, 2018
Talking Financial Data Portability With Digital Expert Rob ForeggerData portability 'may seem arcane,' but it's 'quite critical to what the future state of the financial services industry looks like,' says the NextCapital founder.
April 10, 2018
Software Firm Seeks Tablet Banking Users, Doesn't Find ManyResearch finds tablets are rarely used for mobile banking. If they are used, it's probably an iPad.
April 02, 2018
FINRA Warns of Data Aggregation DangersWhile data aggregators can offer investors the convenience of a single snapshot of multiple financial accounts, they can also present cybersecurity,…