by Megan Elliott
Marketing experts Kristen Luke and Kristin Harad, CFP®, offer specific marketing tactics for two very different advisory firms—one new, eager to start marketing, but not sure how; and one established, wishing to better attract high net-worth clients.
by Jay Moreland, CFP®
Do you know your clients’ general attitudes pertaining to risk, whether they are loss averse, and to what degree? If not, you may not knowtheir qualitative risk profile.
by Cliff Robb, Ph.D.; Swarn Chatterjee, Ph.D.; and Andrew Carswell, Ph.D.Some individuals working with financial planners may choose to pursue hot stocks with a portion of their portfolio. This research provides evidence that this strategy does not outperform an index strategy on a risk-adjusted basis.