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.
Getting Over Two Cold-Calling Hurdles
By Bill GoodThere are some straightforward ways that financial advisors can tackle the challenges of cold calling
September 14, 2012
GAO Clamors for More Disclosure from FSOCThe agency created to ensure that risks to the stability of the U.S. financial system are quickly identified and dealt with needs greater transparency to do its job correctly, the Government Accountability Office says in a new study.
September 12, 2012
German high court clears European Stability MechanismSome conditions still apply, but the German Federal Constitutional Court rendered a decision that puts the euro zone one step closer to getting back on its feet.
September 11, 2012
NAIC to Adopt Use of Cross-border Surveillance ToolThe Financial Stability Board recommended adoption of the LEI by March 2013 and the NAIC says it is on track to do so.
September 11, 2012
Due to Economic Downturn, Grandparents Providing Financial SupportSixty-two percent of grandparents have provided supplemental financial support to their grandchildren over the last five years, mostly for education and investments and at an average cost of $8,289 according to a recent study.
September 11, 2012
Japanese Banking Minister DiesFinancial Services Minister Tadahiro Matsushita of Japan, who was at the helm of the insider trading crackdown that brought down Nomura Holdings' top to executives, has died. His death was ruled a suicide by police.
September 07, 2012
4 Apps For Impressive PresentationsStill using PowerPoint at all your client meetings? It might be time for an upgrade. These apps could help.