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.
Marty Higgins on Maximizing Productivity
By Daniel WilliamsAdvisor of the Year finalist Marty Higgins shares what you might expect to find him and his financial team doing on a typical day.
July 30, 2012
Commonwealth Grabs $100M Ex-LPL Team in CaliforniaFor the first six months of 2012, the broker-dealer has added about $20 million in yearly fees and commissions with some 50 advisors.
July 30, 2012
Top 10 Biggest U.S. Banks in 5 Key Reputation CategoriesDix & Eaton, a communications consultancy, ranked the nations largest bank holding companies in each of the five critical categories, like ROI and image, that determine reputation.
July 26, 2012
Advising the Aging Brain; Running a Cool Workplace: August Research—SlideshowFinancial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, The Challenge of the Aging Brain. In A Cool Place to Work, Ellen Uzelac looks at how some advisors...
July 26, 2012
What Do Credit Ratings Tell Us?Moodys Investors Service gave its token credit downgrade to a dozen global banks (IXG) including five of the six largest U.S. banksand financial stocks responded by shooting higher. Whats going on?
July 26, 2012
A Conversation With YourselfOne of the more charming YouTube videos to go viral recently is an interview 32-year-old filmmaker Jeremiah McDonald held with his 12-year-old self.
July 25, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation next week that would bar federal regulators from designating insurance companies as systemically significant.
July 25, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation next week that would bar federal regulators from designating insurance companies as systemically significant.