behavioral finance

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  Second Thoughts: Making Better Decisions

  By Olivia Mellan, Sherry Christie  |  February 25, 2013

  When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.

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  New Hire Roundup: BlackRock Names Shedlin CFO

  By Marlene Y. Satter, AdvisorOne  |  February 20, 2013

  This week in new hires, Gary Shedlin was named CFO of BlackRock, and Mary Justice was named Seattle market leader for the Private Client Reserve of U.S. Bank.

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  Times Change, Investors Don’t

  By Savita Iyer-Ahrestani, AdvisorOne  |  January 24, 2013

  As impossible as it is for investors today to imagine the stock market in the 17th century, it would have been equally impossible back then to have the remotest inkling of the technological wonder that is the modern-day stock market.

• How it Works

  By John Sullivan, AdvisorOne  |  December 21, 2012

  Advisors Ahead Preparatory Program is targeted at active students, providing a defined curriculum for their sophomore, junior and senior years.

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  A Next-Gen Shot in the Arm

  By John Sullivan, AdvisorOne  |  December 21, 2012

  If you want an idea of how to help and support the next generation of advisors, look no further than the medical profession.

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  The Dangers of Too Much Liquidity

  By Michael Finke  |  December 20, 2012

  Which is better, a lump sum or an annuity?

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  This Is Your Client’s Brain on Finance

  By Michael Finke  |  October 24, 2012

  Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.

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  Think Small for Retirement Success

  By Savita Iyer-Ahrestani, AdvisorOne  |  September 28, 2012

  Efforts by companies to get employees more committed to proper financial planning can go to waste if not done the right way, said Liz Davidson of Financial Finesse.

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  FPA Announces Award Winners

  By Marlene Y. Satter, AdvisorOne  |  September 28, 2012

  Among the winners is David King, who will be honored posthumously for his visionary devotion to the development of the financial planning movement as an established profession.

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  Keep Retirement Saving Relevant, MassMutual Says

  By Savita Iyer-Ahrestani, AdvisorOne  |  September 12, 2012

  Engaging individuals and kicking them into retirement-saving gear has always been a tough proposition.