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.
Black churches have become financial planning educators
By Savita Iyer-AhrestaniThe National Black Church Initiative has successfully educated 125,000 families on the important facets of proper financial planning.
February 21, 2014
UBS, Raymond James Grab $2M Teams From RivalsMeanwhile, Sapient recruits a rep from RBC in Oregon, a new RIA opens its doors in Minnesota, and an ex-Ameriprise group joins LPL.
February 13, 2014
Americans’ Top Concern: Sex or Money?A quarter of affluent couples say money worries affect their libidos, a survey finds.
February 05, 2014
The Vindication of History: Harold Evensky and CFP LiteThe CFP Lite designation promoted by Evensky 15 years ago could have raised the stature of professional CFPs, not to mention helping end clients.
February 04, 2014
Post Office Proposes to Offer ‘Financial Services’The Postal Service says it has assets to serve the underbanked, boost its own money-losing operations and benefit banks through partnerships.
February 04, 2014
10 Biggest Banks in the World (*With a Footnote)SNL Financial released its first ranking of 100 biggest banks, but noted that their respective accounting regimes affected placement.
February 03, 2014
Military Investors’ Confidence, Optimism RecoveringFirst Command says servicemembers are recovering from months of financial anxiety caused by sequestration and the government shutdown.
February 03, 2014
LPL, Commonwealth Grab Advisor TeamsThe two IBDs trade affiliated teams based in Minnesota and Iowa.