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.
Guardian on target for hiring this year
By Michael K. StanleyThe Guardian Life Insurance Company of America recruited 237 financial representatives in the third quarter of 2012.
October 16, 2012
Forget Asking for Referrals, Occupy Your Client’s BrainOne of the big misconceptions in the advisory business is that clients refer new business because the advisor asks for the referral. But thats not it at all," says advisor consultant Stephen Wershing. We do it because we like to be the answer guy."
October 11, 2012
HighTower’s Pagnato-Karp Group Lands Former Merrill Lynch AdvisorThe advisor-owned financial services firm announced on Thursday that David Nelson has joined its Pagnato-Karp Group.
October 11, 2012
Client reviews made simpleWhy does preparing for a client review take so much time and effort?
October 04, 2012
GAO clamors for more disclosure from FSOCThe agency created to ensure that risks to the stability of the U.S. financial system are quickly identified and dealt with needs greater transparency to do its job correctly, the Government Accountability Office (GAO) said in a new study.
October 04, 2012
4 Cool Apps for Impressive PresentationsStill using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.
October 03, 2012
GAO clamors for more disclosure from FSOCThe agency created to ensure that risks to the stability of the U.S. financial system are quickly identified and dealt with needs greater transparency to do its job correctly, the Government Accountability Office (GAO) said in a new study.