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.
Ackermann cited in suicide note of Zurich CFO
By Arthur D PostalJosef Ackermann has stepped down as chairman of Zurich Insurance Group after officials learned that former CFO Pierre Wauthier mentioned Ackermann in his suicide note.
August 28, 2013
BofA-Merrill Moves to Settle Lawsuit With Black BrokersThe lawsuit, which alleges discrimination and was initiated in 2005, could be resolved for a reported $160 million as early as Tuesday.
August 26, 2013
Give Us Tougher Financial Reform, Americans SayNearly five years after the financial crisis and three years since passage of the Dodd-Frank Act, Americans across lines of race, age, geography and political affiliation who strongly support tougher rules for Wall Street jumped 10 percentage points over those favoring such reform last year, according to a study by...
August 22, 2013
Why clients withhold financial info from advisorsA majority of the respondents describe financial information they don't share as too personal."
August 22, 2013
What Your Clients Are Hiding, and WhyThe information clients withhold could seriously undermine a financial strategy, Securian says.
August 21, 2013
Bob Veres Goes Laissez-Faire in the Fiduciary DebateJust when you thought there was nothing left to say about the reregulation of advisors under Dodd-Frank, Veres offers a novel perspective.
August 20, 2013
Clients Prefer Comprehensive Advisors Over Specialists: SurveyOnly 30% of Americans would prefer an advisor who specializes in one area such as retirement, a CFP Board survey found.
August 16, 2013
FPA to Honor Elissa Buie, Deena and Harold, Elaine BedelThis years P. Kemp Fain, Jr. award goes to Buie; Heart of Financial Planning honors to Bedel, Katz and Evensky, Kacy Gott and Savvy Ladies