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.
Former Investors Cap CEO Resurfaces After a Costly Lesson
By Janet LevauxThe former head of Investors Capital is relaunching his career after apparently losing money in the sale of his company to RCS Capital.
January 05, 2017
Investors Increasingly Willing to Pay for Financial Advice: CerulliRetainers and hourly fees were the least compelling fee structures, the study found.
January 03, 2017
Planning tips for the professional with cognitive impairmentIt is time for every insurance and financial services professional to look at the reality of the risk we all face with impaired cognition.
December 22, 2016
Behavioral economics offers a glimpse into investor biasesBehavioral economics has illuminated the fact that people can fall into negative thinking patterns that cloud their judgement and impact their investments.
December 22, 2016
2017 Career Guide: How Do Your HR Benefits Stack Up?If you want to attract and retain next-gen advisors, remember they expect more than just salaries and bonuses for their work.
December 21, 2016
More Americans Resolve to Seek Financial Advice in 2017: AllianzAllianz Lifes annual New Years Resolution Survey found that consumers positive financial outlook is prompting them to get their finances in order.
December 13, 2016
CFP Board Names Maureen Thompson VP of Public PolicyConsumer advocate who founded lobbying firm The Hastings Group will assume duties formerly held by Marilyn Mohrman-Gillis.
December 13, 2016
Trump's Treasury Pick Has a $230 Million Blemish on His RecordSoon after Steve Mnuchin sold OneWest Bank last year, problems emerged that may tarnish his record there.