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.
‘Just Say No’ to CFP Board’s New Standards
By Don TroneThere are two reasons why the new standards are not in the best interest of CFP certificants or the public.
July 05, 2017
Fed Officials Divided on When to Begin Balance-Sheet UnwindPolicymakers repeated their support for gradual rate hikes; a few expressed concern about high stock valuations.
July 03, 2017
Back to the Future: What Boomers Can Teach Us About MillennialsGetting older is a curious phenomenon. For instance, I have a hard time remembering what I had for lunch, but I can clearly remember a presentation I heard back in 1991 by Joe Nocera.
June 30, 2017
Advisor Software Launches New Behavioral Risk ToolA new wealth management tech provider aims to improve the suggestions advisors make to their clients by with more robust behavioral finance profiling tools.
June 30, 2017
Spending Bill ‘Poisoned’ by Financial Choice Act, House Dem SaysThe bill includes many of the most dangerous parts of the Wrong Choice Act in violation of House rules, says Rep. Maxine Waters.
June 29, 2017
CFP Board, TD Ameritrade Seek Submissions for Behavioral Finance Research AwardThe two groups are teaming up for the first in a series of Best Paper Awards.
June 28, 2017
New CFP Board Standards Are a Good Step, but What’s Next?Make no mistake CFP Boards proposal is a good first step; the big question, perhaps the only question, is what step comes next.
June 27, 2017
FSI Taps New Board Members, Leadership for 2018Dean Harman, CEO of Harman Wealth Management, will be the second financial advisor to chair the group of indie reps and broker-dealers.