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.
StanCorp Financial Preannounces 2Q Shortfall
By Noah GuillaumeStanCorp Financial Group warned investors that it will finish the second quarter "well below" its $0.83 expectation.
July 10, 2012
New York Fed says it knew of Barclays Libor “problems” (Bloomberg)Sen. Tim Johnson, D-S.D., who chairs the Senate Banking Committee, said the committee has begun to schedule briefings with relevant parties to learn more about these allegations and related enforcement actions.
July 09, 2012
House to Hammer Dodd-Frank Throughout JulyJuly 21 marks the second anniversary of the Dodd-Frank Wall Street Reform and Consumer Protection Act being written into law, and the House Financial Services Committee is planning to challenge its merits all month long.
July 04, 2012
Honoring Advisors Who Serve(d): July 4, 2012, SlideshowIn our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.
July 03, 2012
Jeffrey Leeds to Lead Brookdale BoardLeeds, a retired banker, will be the chairman of the senior living community company but not the CEO.
July 01, 2012
Waters Tries to Ice SRO BillLegislation has been proposed that would authorize the Securities and Exchange Commission to levy fees on investment advisors in order to pay for more diligent oversight of those registered as advisors.
June 30, 2012
Waters Tries to Ice SRO BillLegislation has been proposed that would authorize the Securities and Exchange Commission to levy fees on investment advisors in order to pay for more diligent oversight of those registered as advisors.
June 30, 2012
What do you like best about your advisor?We really like that our financial professional does it all. Hes very well-rounded. Hes got a CPA as well as a CFP and some other designations, too. So, all our finances are taken care of in one central location. We dont have to talk to anyone but him. Its much...