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Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.
May 19 -
As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.
May 19 -
Good advisors must resist the temptation to chase performance.
May 16 -
Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.
May 16
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Some clients can qualify for valuable subsidies if they follow plans to hold down household income.
May 16
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The board offered individual counsel to NAPFA members in violation of board rules, an ongoing conflict without imminent resolution.
May 16 -
In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.
May 16 -
When financial planners launch a firm, success hinges on knowing how to run a business.
May 16 -
Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.
May 16
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Economic reality simply hasn't justified the rising rates usually associated with a growing economy, says a Schwab strategist.
May 16
