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.
A uniform fiduciary standard won’t change anything
By Todd GreiderYou cant impose morality and ethical behavior through legislation, says Todd Greider.
February 11, 2013
Top Regulators to Testify on Dodd-Frank ProgressThe nations top financial regulators will testify before the Senate Banking Committee on Thursday regarding the progress of the Dodd-Frank Act.
February 08, 2013
Advisors Big and Small Hitch on to Branding TrendFrom LPL to Putnam to FPA members, advisors and the firms that serve them are seeking ways to do a better job of promoting themselves.
February 06, 2013
Justice sues S&P: Is it time to rethink the role of ratings agencies?Ratings agencies operate on a conflict of interest; perhaps its time to rely on investors themselves.
February 06, 2013
Less-Trusting Millennial Investors Pose Challenge to AdvisorsMillennial investors have emerged from two boom-and-bust cycles more conservative about investing and more skeptical of financial advice than older generations, according to an Accenture survey.
February 05, 2013
10 favorite Super Bowl TV ads by financial firmsIn 46 years, Super Bowl commercials have featured Homer Simpson, Jerry Seinfeld and an unknown mutual fund pitchman from 1973. Which is your favorite?
February 04, 2013
Who decides U.S. megabanks are too big to jail?Do financiers skirt prosecution because of fairness? Thomas Jefferson would be appalled.
February 01, 2013
How to Boost Employees’ Financial Well-BeingWellness, said CEO Liz Davidson of Financial Finesse, is a mastery of financial issues, with little or no financial stress.