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.
SIFI designations are credit positive for insurers
By Warren S. HerschA SIFI designation may avail affected insurers of additional funds to meet unanticipated needs, says Moody's.
May 29, 2013
Predicting an Independent Future; Shining at Client Negotiation: June Research—SlideshowThe June issue of Research magazine covers territory ranging from the future of the independent advisory space to why annuities are so popular in Chile.
May 28, 2013
The 2013 Broker-Dealer Reference GuideRaging bulls, skyrocketing energy production, baby boomer retirementfor such a seemingly volatile industry, in the past year, surprisingly little has changed.
May 24, 2013
African-Americans Remain a Viable, Untapped Advice MarketDespite an increase in wealth, a proven track record of financial progress and greater overall financial confidence, African-Americans are being ignored by advisors.
May 22, 2013
Better Employee-Benefits Communication Means Happier WorkersEmployers are embracing benefits planning and combining traditional benefits communication with financial planning to help employees, Liz Davidson, CEO and founder of Financial Finesse, said in a webcast on Tuesday.
May 22, 2013
Boomer housemates have more funWhat do you call roommates who are all age 60+? Boomies.
May 22, 2013
African-Americans feel better off financiallyAlmost half of African-Americans feel better off financially than they did five years ago.
May 21, 2013
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing EdIn the second of a three-post series on the CFP Boards proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Boards proposal is rife with conflicts of interest.