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.
Lawmakers Want September Hearing on ‘Never-Ending’ Wells Fargo Fiasco
By Melanie WaddellSen. Elizabeth Warren and Rep. Maxine Waters want top bank executives to answer to Congress.
July 31, 2017
Americans’ Personal Financial Satisfaction Hits 10-Year High: AICPAAmericans are experiencing their highest levels of personal financial satisfaction in more than 10 years, according to the American Institute of CPAs.
July 25, 2017
House Panel Passes Bill to Boost Capital to Small CompaniesOther bills aim to change treatment of municipal securities and to ensure oversight committee includes insurance expert.
July 25, 2017
Secure Messaging: The Rise and Replacement of Text BankingGalina Datskovsky, CEO of Vaporstream, shares a less risky way to get the benefits of text communications.
July 25, 2017
CFP Board’s Fiduciary Standard Provides ‘More Freedom’ Than DOL’sRay Ferrara of the CFP Board answered planners' questions about how the proposed changes to the standards for CFPs compare to Labor's fiduciary rule.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 14, 2017
Is the Fiduciary Standard Really a Political Issue?I dont see anything particularly liberal about the notion that all professionals should be required to provide advice in the best interest of their clients.
July 13, 2017
4 Ways to Keep More ClientsThe battle for client retention is won, or lost, within the first two years of bringing them on.