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.
The Biggest Risk to a Senior’s Finances: Family
By Marlene Y. SatterPreyed upon by relatives, caregivers and con men, the elderly are also, experts say, ill equipped to choose someone to advise them on their finances.
August 15, 2012
Bridgeworth Decamps to LPL From Lincoln With $1B in AssetsBridgeworth Financial has added reps from Ameriprise and others and signed on to LPLs hybrid-RIA platform.
August 10, 2012
Banks Looking for ‘Scientific’ LIBOR MethodThey are trying to limit their liability even as London-based Barclays, hit with a record fine over its role in LIBOR manipulation, named a new chairman to replace the one felled by the scandal.
August 10, 2012
Are You Outstanding or Out of Touch?The financial world is changing and you need to change with it.
August 09, 2012
Can Prospecting for Clients Be Outsourced? Part 1In financial services, platforms offering lead generation were traditionally used to deliver prospects who wanted a particular productnot those looking for advice.
August 07, 2012
Standard Chartered accused of hiding $250B for Iran (Forbes)The bank allegedly conducted roughly 60,000 secret transactions for almost 10 years.
August 06, 2012
A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
August 06, 2012
Italy, Spain Resist ECB RequirementNeither Spain nor Italy is prepared to ask the European Central Bank (ECB) for aid in order for the ECB to begin buying their countries bonds. At least not yet.