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April 23, 2014

When a Client Couple Splits, Whose Advisor Are You?
FAs with experience say whatever you do, don’t take sides.
CFP Board Seeks to End Industry’s “Feminine Famine”
Women’s doubts and firms’ gender bias are seen as challenges to equal representation.
Use These Words With Clients, and You Might As Well Speak Greek
Does your everyday language baffle the people you need to reach most?
A New Approach to Risk May Be Ready for Its Close-Up
Based on behavioral finance, it’s moving from theory to practice.
Advisors Throw Their Weight Behind Financial Literacy Month
Teaching classes, going on TV and hosting radio shows, they’re trying to raise the public’s money consciousness.  Video [ 2:09 ]   Transcript