Improving financial planning outcomes

Michael Kitces | Pinnacle Advisory Group | 05 August 2013

PortfolioConstruction Forum was pleased to bring one of the financial planning profession's global leaders, Michael Kitces, to the 2013 IFA Conference in May 2013.

In an ideal world, all clients would be perfectly rational and immediately implement the advice they are given. In the real world, however, the mechanics of how our brains work, and the shortcuts they take, can wreak havoc on both our financial lives and our ability to follow good advice. In this...