Financial planning
Mark Harrison, CFA, provides a list of the most popular write-ups from CFA Institute conference presentations in 2016.
In his new book, The One-Page Financial Plan, adviser Carl Richards says the first step in creating a financial plan is to get clear about where you are and where you want to be. Start by asking yourself, "Why is money important to me?"
This collection of articles by scholars in the field of behavioral finance encompasses a wide range of topics in the psychology of investing, focusing on academic work on financial planning. The book addresses a number of topics not usually covered in mainstream behavioral finance research.
A new report finds that Millennials are much less likely than the older generations to have contact with financial advisors. And yet they also make up a larger percentage of those with $2 million+ in assets than Gen X. Advisors need to prepare for the new, wealthy clients of the future.
How to use insurance properly to protect and grow wealth while minimizing cost.