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.
Financial advisors redefined
By staff WriterThe next generation of clients will be different in many ways from today. Baby boomers are going to expect more from their advisors, including the ability to do more than just financial planning. Whether that is fair to advisors is irrelevant;
May 28, 2008
Keeping up with clientsAccording to Mitch Anthony and Scott West, in their book, "Your Client's Story," there are three questions an advisor needs to ask to discover a...
May 28, 2008
Curiosity only kills catsMitch Anthony and Scott West extol the power of curiosity for advisors in their book, "Your Client's Story." A healthy curiosity helps build relationships with...
May 27, 2008
New Tool from Principal Financial Group Helps Build Personalized Roadmap to Financial SecurityEmployees overwhelmed by difficult benefit choices and complex financial decisions, now have a new tool to put them on track, the Principal Financial Group, Des Moines, Iowa, has announced. My Principal Edge Milestones is an interactive program that
May 04, 2008
Dodge City ReduxAlthough the subprime meltdown seems to have been going on forever, it's only since the beginning of 2007 that many companies have been taking impossibly ...
May 01, 2008
Understanding the different types of investorsMost investors fall into at least one of three categories: emotional investors, who invest in you out of love or a relationship; strategic investors, who invest in the synergies offered by your business (based primarily on some non-financial objecti
May 01, 2008
Whither Client Loyalty?Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast...
May 01, 2008
Embracing Change on Our Own TermsIn Washington there is one constant: Change. Though change is not always comfortable inside the Beltway, the reactions of those affected are mostly the same,...