The Big Five and Behavioral Finance
Contributor Michael Pompian introduces a new series that examines the relationship between the "Big Five" personality traits and the behavioral biases of investors.
Financial Advisors
Featured
7 Ways to Fix Wrong or Missing Beneficiary Designations
Contributor Natalie Choate explains what to do when a decedent names the wrong (or no) beneficiary on retirement accounts.
Further Observations on Regulation Best Interest
Contributor Scott Simon argues that nothing has changed for the better as a result of Regulation Best Interest.
Advisors - Client Data Privacy is Your Business
Telling your clients how you protect their data is not only important, it can help build trust and enhance your client relationships—and there's a good chance it will differentiate your firm from others who aren't raising this issue.
The Long View
- Ferri: 'There Are No Average Investors'
- Josh Brown: 'Standardize the Process, Personalize the Advice'
- Evensky: 'It's an Unmitigated Disaster'
- Szapiro: 'You Can't Fix What You Can't Measure'
- Kitces: 'The Model Has to Change Again'
- McClanahan: 'There's More to Money Than Just the Numbers'
- Housel: 'No One Hires a Luck Manager'
- Vanguard's Buckley: 'There's No One Even Close to Us'
- Phillips: 'We're All in the Behavior Modification Business'