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Summary: Investment manager Brinker Capital has hired behavioral finance guru, psychologist and popular author Daniel Crosby as its chief behavioral officer. Crosby’s focus at Brinker will be on “working to bring behavioral tools, training and technology to financial advisors that will allow for the practical application of behavioral science,” he said via Twitter on Tuesday.
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Summary: The current volatility means that some individuals need more than bottom-line financial advice. And some advisors can help with the extra needs.
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Summary: It t will be up to advisory firms and professional organizations to do something about the perspectives missing from the financial advice industry, that diverse advisers could bring to clients. Doing so would begin to generate significant gains in supporting a more diverse workforce.
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Summary: Once upon a time, brokers seeking independence left their brokerage firm employers but detoured to a hybrid/dually registered business model before moving on to becoming fully independent RIAs.
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Summary: Financial advisor Ric Edelman, the founder of Edelman Financial Services that has $22 billion in assets under management, and his wife have authored a children’s book to help parents teach their kids financial literacy.
