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.
Americans’ Financial Satisfaction Soars to Record High: AICPA
By Michael S. FischerStock market gains and abundant jobs propelled the AICPAs third-quarter Personal Financial Satisfaction Index past its previous high reached in 2006.
October 24, 2017
FPA NexGen Picks Former Teacher as 2018 President-ElectAutumn Campbell of New Orleans will assume the role in January.
October 24, 2017
Senate Preparing to Overturn CFPB Anti-Arbitration RuleThe House has already voted to void the CFPB rule, and the Senate could vote as early as today or tonight.
October 17, 2017
The Ear of the Beholder: Words Clients Hate, Words Clients LikeA Chubb research project found that its not what you say to prospects that matters; its what they hear.
October 12, 2017
Bill to Kill DOL Fiduciary Rule Passes House PanelOpponents of the DOL fiduciary rule were quick to express support of Rep. Wagners bill.
October 11, 2017
As Advisors Jump Into AI, Experts Warn About DataThought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.
October 05, 2017
Regulators Issue Joint Investor Bulletin During World Investor WeekSecurities regulators on six continents are participating in the investor education and protection event.
October 03, 2017
FPA, CFP Board Formalize Their CollaborationThe stronger collaboration is designed to benefit the organizations, the financial planning profession and the public.