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.
Marilyn Mohrman-Gillis: CFP Board's Public Policy Kickstarter — The 2016 IA 25
By Melanie WaddellMohrman-Gillis has lobbied lawmakers and regulators to ensure that the CFP Board has a legitimate seat at the public policy table.
May 12, 2016
Do Conflicts of Interest Affect the Value of Financial Advice?When they understand the difference, most clients will happily pay a bit more for advice thats in their best interest. Who wouldnt?
May 09, 2016
What I Learned Updating My CRM and Financial Planning ToolsOne thing I realized early on: don't change too many pieces of the software you use at the same time.
May 08, 2016
Being an advisor, and friend, to the LGBT communityBeing able to understand and relate to a clients journey, to respect individual personhood and individual experience are all important to a financial advisor.
May 06, 2016
The finance industry is no longer where the jobs areFinance jobs are drying up. At the same time, the industry has seen a dramatic shift in employment from brokerage firms to fund management and financial advice.
May 06, 2016
The finance industry is no longer where the jobs areFinance jobs are drying up. At the same time, the industry has seen a dramatic shift in employment from brokerage firms to fund management and financial advice.
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.