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.
Meet Edward Jones' FA With the Most AUM
By Jane Wollman RusoffJennifer Marcontell tells ThinkAdvisor about why she got into the business, door-to-door prospecting and her love of fly fishing.
July 19, 2018
Americans With Advisors Are More Confident in Their Financial Security: Northwestern MutualStudy results also showed Americans who work with financial advisors demonstrate higher levels of retirement readiness.
July 17, 2018
Former Vanguard Exec Brod Voted CFP Board Chair-Elect"This is a pivotal time for CFP professionals," Brod said.
July 16, 2018
Insurers, Life Settlement Firms Clash Over UL Cost-of-Insurance HikesState lawmakers said they want to let litigation play out before they consider taking any action.
July 12, 2018
Ben Edwards, Raymond James Grab Wells Fargo Advisors: Recruiting RoundupMeanwhile, a former Merrill Lynch advisor in Chicago goes independent with Dynasty Financial Partners.
July 11, 2018
How the CFP Board Is Advancing the ProfessionIt's time to educate CFP professionals, their firms and the public on the new Code and Standards.
July 10, 2018
Protect Clients From Their Worst Financial Enemies: ThemselvesBehavioral finance expert Brian Portnoy tells ThinkAdvisor what clients really need from advisors.
July 09, 2018
FPA Calls on Advisors to Participate in Research StudyThe study is focused on how to better understand investor behavior.