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 completes buy of Woodbury Financial unit
By Associated PressThe deal could be worth as much as $90 million based on Woodburys financial performance.
November 30, 2012
Do you really know your client?Its all about what the client wants, not the products you sell.
November 29, 2012
Barney Frank Introduces Bill to Merge SEC and CFTCFrank, who introduced the legislation with Rep. Mike Capuano, D-Mass., said that "now that the basic policies have been adopted to cover security and derivatives regulation, we can focus on the structural issue of merging the two agencies.
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.