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.
‘The Big Short’ Writer Finds Dark Humor in Financial Meltdown
By Jane Wollman RusoffScreenwriter Charles Randolph talks to ThinkAdvisor about the making of the Oscar-nominated dark comedy starring Christian Bale and Brad Pitt.
January 11, 2016
Celebrities Behaving Badly With Money, and How They Were RescuedTed Klontz tells ThinkAdvisor stories about the ruinous financial behaviors of the rich and famous, like Wynonna Judd, and how hes helped them.
January 11, 2016
Employers working to boost employee financial wellnessEmployers are increasingly looking at a broader financial picture for their employees and expanding financial wellness programs, a study says.
January 07, 2016
Galvin Charges Citizens Securities With Misleading an Elderly InvestorCitizens Securities, a BD operating within Citizens Bank, put an elderly client in inappropriate investments, the Massachusetts regulator said.
January 07, 2016
Does Your Advisory Firm Really Have an Answer for the Robo Threat?AssetMark's "purpose-based" module has a language and approach that are different enough to resonate with a different set of planners and clients.
January 06, 2016
Want to Get More Business? GuideVine Plays Advisor-Client MatchmakerMarketing itself as a Match.com-like service, GuideVine helps advisors put their best digital face forward to lure both clients and younger advisors.
December 28, 2015
Couples Therapy: Working With WidowsI have to admit that Im not a big advocate of trying to attract more of one gender or another into a given profession.
December 23, 2015
2015: They Were Doing What? Robos, Flat Fees and FiduciaryIn a reminiscent mood, looking back at the trends of 2015 and what they mean for individual advisors and the profession.