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.
Edelman Financial Engines Cuts Fees
By Bernice NapachThe new fees apply to new accounts and are expected to take effect for legacy accounts in early 2019.
December 03, 2018
Proposed KISS Rules to Cut Red Tape for Commodity Fund ManagersWith a mandate to Keep It Simple Stupid and curtail and clarify regulations, the CFTC has taken some aggressive steps toward that direction.
December 03, 2018
These 4 Questions Reveal Clients' Hidden ConcernsCartesian logic can help advisors and clients make better decisions, negotiation expert Raphael Lapin tells ThinkAdvisor.
December 03, 2018
Banking Regulators to Encourage AML InnovationSome institutions are experimenting with AI and digital identity technology to enhance AML programs.
November 30, 2018
Tax Reform Altered Calculus of Year-End Charitable DeductionsClients should consider their gifting strategies for the next several years to maximize tax benefits that were enacted for this year.
November 29, 2018
American Workers Choose Perks Over Higher Salary by Wide Margin: AICPALess than a third of employees said they were using benefits to their full potential.
November 29, 2018
Americans Plan to Boost Donations This Holiday SeasonDisaster relief and health matters are donors' chief priorities, a survey found.
November 29, 2018
Brinker Hires Daniel Crosby as Chief Behavioral OfficerThe popular psychologist and author aims to "bring behavioral tools, training and technology to financial advisors."