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.
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...
By Jane Wollman RusoffLUMINARIES winner Matt Reiner describes himself as a "recovering perfectionist" who puts "thinking time" on his calendar.
January 31, 2023
Where Investing and Progressive Politics MixModernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values.
January 30, 2023
Orion Expands Pro Bono Role, ContributionsThe wealthtech firm now sponsors the Foundation for Financial Planning's online volunteer matching service.
January 25, 2023
CFP Board to Split Into 2 Nonprofit GroupsThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 25, 2023
How Would Your Clients Score on FINRA's Investor Quiz?FINRA revealed how investors scored on a 10-question quiz, finding knowledge gaps advisors should be aware of.
January 23, 2023
10 Financial 'Movie Plots' That Are Just Modern RemakesFirst-time investors are wowed by what they're seeing in markets, but experienced advisors already know the ending.
January 18, 2023
Who Benefits Most From Annuity Purchases?Well-designed variable deferred annuities with some equity exposure can enhance retiree well-being.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.