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.
Survey Finds CFPs Satisfied With Careers
By Melanie WaddellNearly two-thirds of CFPs polled say the Boards service meets their expectations, a big jump from 2011.
November 06, 2013
Edward Jones Hires 390 Military Veterans as Financial AdvisorsFirm lands on several military-friendly employer lists and demonstrates commitment to helping the transition to civilian life.
November 06, 2013
Prudential swings to profit, but revenue dipsRevenue fell 18 percent to $10.8 billion, from $13.2 billion a year earlier.
November 06, 2013
FDIC, int'l authorities call for extension to certain derivatives contractsChange said to help wind down global systemically important institutions.
November 05, 2013
MassMutual to pay record $1.49 billion in dividendsThe dividends to be paid in 2014 reflect a dividend interest rate of 7.1 percent for eligible policy holders.
October 31, 2013
Islamic Pension Shift May Boost Investment OpportunitiesAsset management industries in Asia and the Middle East may find a surprising boost to growth in the form of Islamic pension funds.
October 28, 2013
Say ‘No’ to Clients Who Are Behaviorally Different From YouTaking on a client who is too different from yourself can be overly draining and not worth the reward.
October 28, 2013
Devaluing Succession; People And Pay Pay-Off; A Kinder, Softer Planning Process: November Investment Advisor—SlideshowWhat does an advisor have to do to ensure a successful transition with an internal candidate?