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.
Dr. Klontz’s Financial Therapy Aims to Cure Your Clients’ Fear of Change
By Jane Wollman RusoffBrad Klontz, a psychologist and CFP, talks about the four paradigms that drive investors money behavior (and conflicts).
July 09, 2015
LGBT Couples Need Marriage Advice (the Financial Kind)Now that same-sex marriage is legal nationwide, many gay couples are unsure how to proceed, a Wells Fargo survey found.
July 07, 2015
Sen. Warren Reintroduces Bill to Restore Glass-SteagallNew poll results the same day found voters still want tougher rules for Wall Street five years after Dodd-Frank Act became law.
July 02, 2015
CFP Board Names Ameriprise’s Mike Greene as Chair-ElectGreene will become Board chair in 2016; replaces Joe Votava, who resigned in March.
July 01, 2015
CFSI: Turning Greater Financial Knowledge Into Better HabitsJoshua Sledge of the Center for Financial Services Innovation works on initiatives to help drive healthier financial habits among lower-income Americans.
July 01, 2015
The fight against fraudFinancial fraud against American seniors is tabbed at $2.9 billion a year, though the actual number is believed to be much higher.
July 01, 2015
The fight against fraudFinancial fraud against American seniors is tabbed at $2.9 billion a year, though the actual number is believed to be much higher.
July 01, 2015
Why elder financial abuse is not going awayAARP estimates that just 4 percent of elder financial abuse cases are ever reported.