behavioral finance

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  How to Create Your Election Portfolio

  By Joyce Hanson, AdvisorOne  |  September 12, 2012

  It won’t be long before the presidential election is upon us. Will your portfolio be ready? Analysts from Russell, OppenheimerFunds and more say how to reposition portfolios before Nov. 6.

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  Before Leaping to Independence, Look at Your Motivation

  By Ed McCarthy, CFP  |  August 23, 2012

  If you want to join the RIA ranks, first make a candid assessment of your reasons for doing so.

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  4 Misconceptions About Financial Advice From a Veteran Advisor

  By Gil Weinreich, AdvisorOne  |  July 31, 2012

  Paula Hogan has read the theoretical literature, and she’s contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.

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  Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software

  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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  Can Behavioral Finance Stop a Financial Crisis?

  By Savita Iyer-Ahrestani, AdvisorOne  |  July 19, 2012

  As policymakers around the world continue to deal with the legacy of the 2008 crisis, some are considering incorporating elements of behavioral finance into their proposals as they look to strengthen systems for the future.

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  A New Emergence of Behavioral Finance

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

  As the application of behavioral finance becomes more mainstream in Western nations, behavioral finance has also captured the interest of emerging market countries, where policymakers are equally keen to apply some of its ideas and principles as they formulate key legislation for consumer financial protection.

• Who’s Not in This Issue

  By James J. Green, AdvisorOne  |  June 26, 2012

  It’s a nice experience when you believe in something strongly and people you care about come to the same conclusion.

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  Is Portfolio Theory Dead? Markowitz Stands His Ground

  By Joyce Hanson, AdvisorOne  |  June 5, 2012

  Modern portfolio theory isn’t dead, says theory inventor and Nobel laureate Harry Markowitz.

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  Realistic Planning: There’s More to Life Than Retirement

  By Bob Seawright  |  May 24, 2012

  Much retirement planning advice focuses on saving more and saving earlier. But this advice isn’t always realistic and often comes couched in unjustified criticism.

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  Dementia and Due Diligence: Why Clients’ Cognitive Function Is Your Concern

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 26, 2012

  It’s never an easy topic to bring up and one that most financial advisors would probably say has little, if anything, to do with them.