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.
Humans to Robos: You Can't Touch This
By John L. Bowman, CFAFinancial advisors have an important role to play in creating a holistic wealth management experience. There is no substitute for the human touch.
March 07, 2017
Lincoln Financial hit with $1.5M claims-processing fineNew York regulators have fined the Lincoln Financial Group $1.5 million for the company's failure to fix widespread claims-processing errors and for delayed reporting of the problem.
March 07, 2017
Lincoln Financial Hit With $1.5M Fine for Affiliates' Claims-Processing DelaysNew York regulators said that thousands of claims were "lost" starting in 2007 when Lincoln moved claims-processing offices.
March 02, 2017
GOP Bill Would Give Trump Power to Block Agencies’ RulesThe bill would let the administrator of the Office of Information and Regulatory Affairs review regulations.
February 28, 2017
How to Determine Clients’ True Risk ToleranceRisk tolerance is a much more complex and deeply nuanced concept than many advisors know.
February 27, 2017
How Young Financial Advisors Can Invest in ThemselvesOne of the most overlooked parts of advancing one's career is self-investment.
February 27, 2017
Jewelry: A Surprisingly Large, and Vulnerable, Pocket of Client WealthAdvisors are missing an opportunity to provide added value and attract referrals if theyre not helping clients protect their jewelry collections.
February 27, 2017
3 Client Engagement Styles Advisors Need to UnderstandFacing margin and fee compression, independent advisors today are looking for ways to differentiate themselves.