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.
Who fleeced J.R.?
By Bill CoffinOn November 23, television and film actor Larry Hagman died at the age of 81 from complications arising from throat cancer. Hagman was best known for his turns as the laughable Air Force Captain Tony Nelson on I Dream of Jeanie (1965-1970) and as the villainous oil baron J.R. Ewing...
November 29, 2012
Hensarling Elected House Financial Services ChairmanAs expected, Rep. Jeb Hensarling, R-Texas, was elected Chairman of the House Financial Services Committee and will take over the reins in January from Rep. Spencer Bachus, R-Ala.
November 27, 2012
Who fleeced J.R.?The death of actor Larry Hagman has revived the story of his lawsuit against Citigroup for bad financial advice...as well as fears that selling to seniors poses risks for both sides of the deal.
November 26, 2012
Planning for Disaster: Using Behavioral Finance to Shape StrategyIn the aftermath of Hurricane Sandys destruction, financial advisors across the country may be experiencing a sudden rush of clients eager to revisit their financial plans and make sure they are in the best possible shape.
November 19, 2012
LPL Adds $8.2 Billion Credit Union to PlatformLPL, the independent broker-dealer, says it now has over 685 banks and credit unions as clients.
November 19, 2012
PBGC Deficit Hits $34 Billion; Benefits Council Calls Number MisleadingThe Council says all pension fund liabilitiesincluding the PBGCsare overstated by the historically low interest rates.
November 16, 2012
In Shakeup, FPA Outsources Washington Lobbying EffortsRestructuring is part of an overall plan to focus on planner groups strategic vision being put in place by new CEO Lauren Schadle.