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.
CFP Board Announces Rich Rojeck as 2014 Chair-Elect
By John SullivanRojeck, a managing director with Sagemark Consulting/Lincoln Financial Advisors, says the investing public will "ultimately best be served by an established financial planning profession."
July 23, 2013
Prudential SIFI challenge hearing heldThe FSOC now has 60 days to make a final determination regarding the company.
July 23, 2013
Prudential SIFI challenge hearing heldThe FSOC now has 60 days to make a final determination regarding the company.
July 22, 2013
Clients are an advisor’s biggest competitionAdvisors biggest competition comes not from other advisors but from their own clients human nature.
July 22, 2013
Clients are an advisor’s biggest competitionAdvisors biggest competition comes not from other advisors but from their own clients human nature.
July 15, 2013
When employees need more than an advance on their paycheckLoans and paycheck advances might seem like help to the employee, but theyre often not.
July 10, 2013
AIG officially federally regulatedThe FSOC announced that AIG and GE Capital are officially systemically important financial institutions.
July 10, 2013
AIG officially federally regulatedThe FSOC announced that AIG and GE Capital are officially systemically important financial institutions.