The focus placed on behavioral finance to help individual investors select a more appropriate - and more sustainable - strategic asset allocation has increased sharply in recent years. In many ways, this sudden focus may appear odd, because behavioral finance as a discipline has been around for...

Take a more active role in strategic asset allocation A Practical Guide to Goals-Based Wealth Managementis a manual for protecting and growing client wealth in a way that changes both the services and profitability of the firm. Written by a 35-year veteran of international wealth education and...