Behavioral finance can deepen your client relationships

Understanding behavioral finance can improve your client relationships. That’s the lesson I took away from “Behavioral Finance: So What?”, a June 15 presentation by Gayle H. Buff, president of Buff Capital Management, to the Boston Security Analysts Society (BSAS). Buff has 20 years of experience working with  individual investors and is a past president of […]

Off-topic post: My trip to China

I recently spent almost three weeks in China. It was quite an experience. Yakety-yak Empty your cup of yak butter tea, if you don’t want a refill. Flick three drops of beer into the air before you drink–one for the Buddha, the next for the ancestors, and the third for guests. Take off your hat […]

"Helping Advisors Grow"

Now more than ever, advisors want to grow their businesses while keeping a lid on expenses. For many, this requires thinking more strategically about how they operate. George Tamer, Director, Institutional Sales, at TD AMERITRADE Institutional, oversees a team that works to help registered investment advisors create operational efficiencies by assisting them on workflow processes, […]

Is the efficient market hypothesis dead?

The efficient market hypothesis is taking a lot of heat. It’s getting slammed in opinion pieces such as George Soros’ “The three steps to financial reform” and articles such as Joe Nocera’s “Poking Holes in a Theory on Markets.” What do YOU think? Did the efficient market hypothesis contribute to the current financial crisis? Answer […]

Guest post: Dale Carnegie and Your Clients

This is a guest post from AdvisorBlogger’s Lawain McNeil, which originally appeared on March 11. It’s an excellent reminder that it’s important to treat clients as individuals. In 2009, I made a resolution to re-visit the book How to Win Friends and Influence People by Dale Carnegie. Of course, everyone has heard of this book […]