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.
CFP Board to Seek More Comments on Conduct Standards
By Emily ZulzThe CFP Board made "meaningful changes" after the first round of comments, Chairman Blaine Aikin said.
November 08, 2017
Need to Know Your Clients Better? Try Playing a GameUC Berkeley professor Shachar Kariv tells ThinkAdvisor how his software gamifies the task of understanding clients true risk tolerance.
November 07, 2017
‘Financial Caregiving’ Is Widespread and Expensive"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.
November 03, 2017
The Underrated Art of Listening to Your ClientsAfter a plane crash hurt his ability to speak, advisor Randy Carver learned how to really listen. And his practice flourished.
November 03, 2017
It’s Complicated: Exploring the Advisor-Client RelationshipFinancial advisors are to a persons financial life what physicians are to a persons physical life. But it's much harder to argue with a physician.
November 02, 2017
Advisors ‘Lagging’ in Proper Insurance Against CyberattacksAn FPA survey found that less than a third of advisors were fully prepared to manage the risks of a cyberattack.
November 01, 2017
Blockchain Annuity Startup Adds Legal AdvisorAuctus has also brought in a financial advisor and a pension fintech advisor as it heads toward an initial coin offering.
October 30, 2017
FSI Offers Disclosure Alternative to BICEThe lobbying group suggests that firms should offer a concise disclosure at the point of sale with a more detailed disclosure available on their websites.