CFP Board Releases Six-Part Book on Psychology of Financial Planning
The Psychology of Financial Planning is a resource for financial planning professionals and students on a critical competencyWASHINGTON, April 27,...
Source: businessinsider.com
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How does Gen Z feel about credit cards? It's complicated.
Retail industry news, voices and jobs. Optimized for your mobile phone.
Source: retaildive.com
New Study Finds Clients Using Financial Advisors Are Happier
A survey from Herbers & Company found that customers using financial advisors tended to be happier than those who did not have one.
Source: wealthmanagement.com
Impact Communications Earns Two Awards in 27th Annual AIVA
2020 collaborations with Allianz Life Insurance of North America's Advisory Solutions team and also Strategy & Resources, LLC, in partnership with...
Source: globenewswire.com
Clients acted more irrationally this year, but advisors got better at talking them down
Behavioral finance techniques were more successful this year in convincing investors to make more logical decisions about money, new research shows.
Source: financial-planning.com