Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
Michael Kitces, Nerd Who Does It All: The 2014 IA 25 Profile
By Melanie WaddellOne has to wonder how Michael Kitces does it: the advisor, blogger, Twitterphile and industry speaker is constantly evolving and taking on new challenges.
May 21, 2014
Cetera Advisors Names New PresidentErinn Ford's appointment comes one week after Valerie Brown left Cetera Financial and Larry Roth was named head of its IBD operations.
May 20, 2014
Geithner Omits Cost of Success in ‘Stress Test’What Tim Geithner doesn't entirely convey in his new book is that success came at a steep price.
May 15, 2014
Financial impact of disability lost on AmericansCurrently, 70.5 percent of Americans 80 years old or older identify themselves as having a disability.
May 15, 2014
Financial impact of disability lost on AmericansCurrently, 70.5 percent of Americans 80 years old or older identify themselves as having a disability.
May 12, 2014
What makes a nonbank SIFI? Lawmakers want to knowHouse members sent a letter to Yellen, Lew, White asking how they determine which firms are systemically important.
May 12, 2014
What makes a nonbank SIFI? Lawmakers want to knowHouse members sent a letter to Yellen, Lew, White asking how they determine which firms are systemically important.
May 09, 2014
What Makes a Nonbank SIFI? GOP Lawmakers Demand AnswersBoth FSB and FSOC appear to take a we-know-it-when-we-see-it approach to identifying systemically risky firms, the House Republicans say in a letter.