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.
Investors OK With ‘New Normal’
By Janet LevauxAccording to the latest results of the Merrill Lynch Affluent Insights Survey, close to 45% of Americans accept the tough economic conditions.
October 24, 2012
CFP Board Did the Right Thing on Planners’ BankruptciesA 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
Stress Fracture: How to Save Your Relationship With Your ClientIn your waiting room a client watches the TV tuned to CNBC, which shouts out good newsthe Dow is up 300 points. Oddly, her stress level skyrockets. Why?
October 23, 2012
Greenspan to Wall Street: Drop DeadAt SIFMAs annual meeting in New York, former Fed chairman advocates letting big banks fail.
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.