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.
Elder financial fraud may be worse than thought, study says
By Kristen BeckmanA study of caregivers found 37 percent of seniors have experienced financial exploitation, and those who have been victimized once are at risk for repeat fraud.
November 28, 2016
Meir Statman: What ‘Normal People’ Really Want From AdvisorsProfessor Statman talks about next-gen behavioral finance, how to manage clients well-being and why annuities can emit the smell of death.
November 23, 2016
LPL Continues Strong Recruiting Drive in Q3A large number of advisors moved to the IBD from Cetera, Wells Fargo and Edward Jones.
November 21, 2016
Why you should care about financial exploitationBeyond a moral responsibility, advisors in some states can be held criminally and civilly liable for not reporting suspected financial abuse.
November 21, 2016
Why you should care about financial exploitationBeyond a moral responsibility, advisors in some states can be held criminally and civilly liable for not reporting suspected financial abuse.
November 21, 2016
With BRC Acquisition, 361 Capital ‘Exploits’ Analysts’ BehaviorThe behavior that 361 Capital and BRC Investment Management try to take advantage of: analysts changing their estimates.
November 11, 2016
Honoring Advisors Who Serve(d): Veterans Day, 2016ThinkAdvisor honors 10 veterans this Veterans Day who served in the armed forces and now serve their clients as financial advisors.
November 10, 2016
Let your commitment to your clients speak for itselfNothing is more important to the success of your advisory practice than the service you provide your clients.