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.
3 simple strategies for overcoming call reluctance
By James MarquetCall reluctance can derail even the most seasoned salesperson.
December 11, 2012
How debt-ravaged Greece aced a financial-literacy surveyEfforts to educate ordinary folks on financial matters are failing.
December 10, 2012
LPL Grabs Top Ex-MetLife TeamLegacy Financial moves to independence with about $150 million in client assets in Rochester, N.Y.
December 04, 2012
NAPFA to Advisors: CFP Designation or BustNAPFA said Tuesday that it would only accept the CFP designation for people who applied to be NAPFA-registered financial advisors.
December 03, 2012
AIG’s Advisor Group Wraps Up Woodbury PurchaseThe combined IBD will have roughly 6,000 advisors with some $125 billion in assets.
December 03, 2012
AIG completes buy of Woodbury Financial unitThe deal could be worth as much as $90 million based on Woodburys financial performance.
December 03, 2012
AIG completes buy of Woodbury Financial unitThe deal could be worth as much as $90 million based on Woodburys financial performance.
December 03, 2012
FSI Adds to Board, ‘Strengthens Focus’ on Small Broker-DealersThe cavalry is coming. Advocacy organization announces three new members to its board and a renewed commitment to small and mid-size broker-dealers.