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 Engines-Edelman Deal: Where Are the Synergies?
By Janet LevauxThe deal is 'interesting' but raises questions about what Edelman gets out of it, consultant Tim Welsh says.
April 29, 2018
How to Focus on What Really Matters in InvestingThe 24/7 electronic world makes it hard to focus on what matters in investing and other activities, but there are ways to overcome this challenge.
April 26, 2018
Ultra-Wealthy Investors 'Wait and See' in Q1: Tiger 21Trade tariff threats and global politics cause uncertainty among members of the elite investing club.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 17, 2018
HighTower to Buy $4.5B Salient Private ClientThe deal gives the RIA its first foothold in the Lone Star State and could put it at the $55 billion asset mark.
April 17, 2018
Rise of 'Gray' Divorce Forces Financial Reckoning After 50Many women let husbands make the long-term financial decisions, leaving them vulnerable when separation or death strikes.
April 16, 2018
FPA Launches Educational Programs in Behavioral EconomicsFPA partnered with TrueProfile and Berkeley Executive Education to launch a multi-year focus on behavioral economics.
April 16, 2018
VanEck Launches Real Asset ETF as Inflation Hedge: Portfolio ProductsIn other product news, Research Affiliates launched a new smart beta strategy.