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.
LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPC
By Joyce HansonRusso described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting the strong currents that are sweeping through the industry.
August 01, 2012
Marty Higgins on Maximizing ProductivityAdvisor of the Year finalist Marty Higgins shares what you might expect to find him and his financial team doing on a typical day.
July 31, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation that would bar federal regulators from designating insurance companies as systemically significant.
July 31, 2012
4 Misconceptions About Financial Advice From a Veteran AdvisorPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
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?