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.
Morgan Stanley Initiative To Focus on Financial Planning for LGBT Clientele
By Michael S. FischerMorgan Stanley launches program to provide wealth planning, business development and marketing resources for LGBT clients.
December 20, 2012
How clients want to communicateEven when you think you are being clear, misunderstandings can happen in the client-advisor relationship.
December 20, 2012
How clients want to communicateEven when you think you are being clear, misunderstandings can happen in the client-advisor relationship.
December 18, 2012
Council on Foundations Reorganizes to Better Serve MembersNineteen jobs eliminated as organization moves toward less traditional structure. Twelve positions to be created.
December 17, 2012
Is Kitces Right on When a CFP’s Fiduciary Duty Should Apply?Advancing the discussion, Michael Kitces urges the CFP Board to abandon its approach of limiting when a fiduciary standard should apply to certificants.
December 14, 2012
3 simple strategies for overcoming call reluctanceCall reluctance can derail even the most seasoned salesperson.
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.