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.
Council on Foundations Reorganizes to Better Serve Members
By Michael S. FischerNineteen jobs eliminated as organization moves toward less traditional structure. Twelve positions to be created.
December 13, 2012
UBS to Pay $1 Billion for Libor ManipulationUBS will pay $1 billion to settle allegations that it manipulated Libor, according to the Financial Times and other publications. The news about UBS settlement will likely be made public on Monday.
December 11, 2012
AIG has been federally regulated since SeptemberAmerican International Group has been regulated on a consolidated basis by the New York Federal Reserve Board since September of 2012.
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.