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.
Religion and Politics Don't Mix With Investing
By Barry RitholtzBoth are based on emotion, which rarely leads to better returns.
June 27, 2018
How Debt Can Affect a RelationshipCouples are unsure whose responsibility it is to pay off that debt, Fidelity reports.
June 27, 2018
As Interest Rates Change, So Must Trust StrategiesClients who have been on the fence over including a trust such as a GRAT or CLAT should understand that now is an advantageous time to act.
June 27, 2018
Wealth Managers, Stop Cutting Fees If You Want to SurviveFees aren't as sensitive a topic for clients as many wealth managers think, a study finds.
June 26, 2018
Market Correction Showed Why Investors Need AdvisorsInvesco surveyed investors and advisors before and after the February sell-off.
June 26, 2018
Merrill Enhances Mobile App AbilitiesBanking online isn't new, but Merrill's added the ability to scan docs to send to financial advisors.
June 25, 2018
Ex-Treasury Official Touts the Promise of Fintech 'Sandboxes'U.S. regulators "have increased engagement with financial innovators in recent years, and it's a good time to consider taking the next step," Jonah Crane says.
June 22, 2018
Federal Judge Strikes Down CFPB StructureThe decision is throwing uncertainty into the agency's future.