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.
CFP Board Did the Right Thing on Planners’ Bankruptcies
By Bob ClarkA CFP's bankruptcy is serious, of course, but such planners deserve to be treated fairly, and after being informed, clients can decide for themselves whether filing for Chapter 11 is a game-changer.
October 23, 2012
How the gods of finance can help solve the fiscal cliffIt'll take more than a letter to nudge Washington away from the cliff.
October 22, 2012
Hearts & Wallets: Fewer investors are turning to financial professionalsFewer investors are turning to a financial professional as their primary provider for investment advice, according to a new survey from Hearts & Wallets LLC.
October 22, 2012
Hearts & Wallets: Fewer investors are turning to financial professionalsFewer investors are turning to a financial professional as their primary provider for investment advice, according to a new survey from Hearts & Wallets LLC.
October 22, 2012
Guardian on target for hiring this yearThe Guardian Life Insurance Company of America recruited 237 financial representatives in the third quarter of 2012.
October 22, 2012
Guardian on target for hiring this yearThe Guardian Life Insurance Company of America recruited 237 financial representatives in the third quarter of 2012.
October 17, 2012
Reinhart and Rogoff Rebuke Romney Economic AdvisersReinhart and Rogoff, economic historians famous for their book, "This Time Is Different," criticized economists advising the Romney campaign who misused their findings from their book on the recent economic recovery.
October 17, 2012
What Consumers Want: NAPFA’s Infographic Is Good, But…...it fails to address the question that should be top of mind for the entire financial planning community: Why dont more people go to financial planners?