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.
Reversing Views
By Maria WoodWith their retirement portfolios dwindling, baby boomers look to tap into their largest assettheir homes. But are reverse mortgages right for everyone?
June 28, 2012
‘Living Wills’ Expose Banks’ Fragility, but Won’t Forestall DisasterSunday is the deadline for the biggest banks to submit "living wills" providing regulators a roadmap to break them up if the financial system is threatened. But Simon Johnson says the time to break up too-big-to-fail banks is now.
June 27, 2012
Unfinished Business: Dodd-Frank’s Many QuestionsOn July 21, 2010, President Obama signed the Wall Street Reform and Consumer Protection Act, known as Dodd-Frank, into law. Two years on, uncertainty abounds about the legislations meaning and impact.
June 20, 2012
FPA Launches New Version of Online Planner Search ToolThe Financial Planning Association has released an updated version of its online planner search tool to help American consumers find financial planners more easily.
June 19, 2012
Up Close: Seniors on FinanceThe senior population is expected to grow an astounding 55% by 2020, and this large market has a large number of financial concerns.
June 19, 2012
Personal Financial Situation Most Important Factor in ElectionAmericans will vote for the pocketbooks come November, a survey by Bankrate.com found.
June 19, 2012
Asian-Americans No. 1 Immigrant Group, but Tough Crowd for AdvisorsAsian-Americans have surpassed Hispanics as the largest immigrant group in the U.S., and their affluence and high levels of income make them a coveted, though challenging, target market for financial advisors.
June 19, 2012
7 Biggest IPO Flops of Last 25 YearsSome big IPOs, like Visa and UPS, have been a boon to investors, but others have been squashed by their own weight.