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.
AIG officially federally regulated
By Arthur D. PostalThe FSOC announced that AIG and GE Capital are officially systemically important financial institutions.
July 08, 2013
Merrill Lynch: Most employees not financially wellNine in ten plan participants feel some degree of stress about their financial wellness, even when participating in retirement and health care plans at work.
July 04, 2013
Why a Standardized Financial Planning Process Is Better for the ClientBringing better consistency to the process may actually be the thing that allows us to create more trust and make that personalized financial planning experience for clients better than ever.
July 02, 2013
Too big to fail, foreverThe nations five biggest banks are even bigger than they were before the financial meltdown.
July 02, 2013
Canadians give low priority to finances in summerOne-third of Canadians say they take a mental vacation from thinking about their finances during the summertime, according to a new survey.
July 01, 2013
Your Clients’ Biggest Financial RegretsRegret is one of the most powerful emotions, and it affects everyone everywhere, particularly when it comes to financial planning.
June 25, 2013
Help for NFL Players Suddenly Rich or Suddenly RetiredThe online financial education partnership with Financial Finesse, begun in 2009, now allows current and former players to get unbiased guidance by phone from Financial Finesse CFPs.
June 25, 2013
Financial Coaching Leads to Higher Credit Scores, More SavingsNew research suggests that financial coaching can help low- and middle-income families in a lasting way.