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By Savita Iyer-Ahrestani, AdvisorOne |
February 26, 2013
There’s an ample body of academic research that financial advisors could turn to in order to figure out why, say, a prospective client seems so eager at first to retain their services and then suddenly goes cold on them.
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By Gil Weinreich, AdvisorOne |
July 24, 2012
Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.
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By Michael E. Kitces |
April 17, 2012
A key point from FinaMetrica's research: investors are ultimately driven by two factors: their risk tolerance and their risk perception. Advisors' challenge: managing clients fluctuating risk (mis-)perceptions.