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.
30 Best & Worst ETFs of Bernanke Era
By Michael S. FischerHistory will judge the Fed chairmans eight-year tenure, but data from ETF Database give an objective preview.
January 10, 2014
Sallie Krawcheck: How to Increase Your Firm’s DiversityHiring multicultural advisors is good for clients and firms, an Edward Jones Survey found. But how do you cultivate diversity? Sallie Krawcheck offers concrete steps.
January 10, 2014
American Financial buys Liberty Mutual unit for $250MThe insurer, which also provides annuities and crop insurance, builds its worker comp business with the deal.
January 10, 2014
American Financial buys Liberty Mutual unit for $250MThe insurer, which also provides annuities and crop insurance, builds its worker comp business with the deal.
January 07, 2014
Investors Eschew One-Stop Shopping for Financial ServicesThe typical investor now uses an average of 3.6 financial pros. Here's how advisors can make the best of this situation.
January 07, 2014
Fed policy warm to global insurance rulesBernanke says no country can effectively implement the financial reforms he described in isolation.
January 06, 2014
What High Client Acquisition Costs Mean to Serving the MassesHow the high cost affects planners economics, how big RIAs and robo-advisors are responding, and the possible impact of a fiduciary standard for all.
January 04, 2014
Why Financial Planning Can’t Be Offered to the MassesIn part one of a series, we explore the root cause for why advisors cant extend services to more Americans. It's not what you think.