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.
Being an advisor, and friend, to the LGBT community
By Savita Iyer-AhrestaniBeing able to understand and relate to a clients journey, to respect individual personhood and individual experience are all important to a financial advisor.
May 05, 2016
CFPB Floats Rule to Ban Use of Arb Clauses to Block Class-Action SuitsCFPB wants to ban this "gotcha that effectively denies groups of consumers the right to seek justice and relief for wrongdoing," said CFPB director Cordray.
May 04, 2016
Being an Advisor, and Friend, to the LGBT CommunityTimothy LaPean has created a financial planning firm that allows his LGBT clients to rest assured that he's there to listen and help, not judge.
May 02, 2016
Jon Stein: Automation Avant Garde — The 2016 IA 25Betterment has had a heck of a year.
April 30, 2016
How to battle irrational financial behaviorKnowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.
April 30, 2016
How to battle irrational financial behaviorKnowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.
April 25, 2016
Overcoming the Fear of AdvisorsAnxieties about working with advisors are common and can be allayed.
April 21, 2016
Ethical sales practices are good for more than your conscienceSales people who stand for something greater than themselves benefit from more effective marketing initiatives and customer relationships.