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.
Hidden Hand: Marv Tuttle’s Low-Key Guidance Will Be Felt for Years
By Bob ClarkNaming Marv Tuttle as CEO of FPA was the smartest thing any financial planning association has done in the 30 years I've been covering the profession.
September 28, 2012
Church of England Blasts Bankers Over Libor ScandalThe British parliamentary commission investigating the Libor rate-fixing scandal has been handed a mission from God.
September 28, 2012
FPA Announces Award WinnersAmong the winners is David King, who will be honored posthumously for his visionary devotion to the development of the financial planning movement as an established profession.
September 27, 2012
Many Affluent Feeling More Stable in ’12: Merrill SurveyInvestors are getting used to "the new normal" and adjusting their economic and financial behavior accordingly, the latest Merrill Lynch Affluent Insights Survey shows.
September 25, 2012
Seeking Wealthy Divorcées as New ClientsIf youre looking for an attractive source of new business, you might consider high-net-worth divorces who arent being well-served by their current advisor.
September 24, 2012
MetLife refiles bank sale so that deal must please OCC, not FDICMetLife does not want to fall under the Federal Reserves BHC strictures and is doing its best to debank, but winning regulatory approval is a must for the sale to GE.
September 21, 2012
Are Clients Deleting Your Emails?You may be the savviest financial advisor in your community, but can you command attention through an effectively written email or blog post?
September 21, 2012
LPL Grabs Pennsylvania Group With 24 FAs, $500MDelaware Valley Financial is affiliating with LPL Financial's broker-dealer and corporate RIA platform.