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.
Top 7 Reasons Dodd-Frank Is Working: Treasury
By Melanie WaddellA Treasury official laid out on Thursday the reasons why the Obama administration believes the Dodd-Frank Act is providing a sound foundation to get the economy back on track.
July 17, 2012
StanCorp Financial Preannounces 2Q ShortfallStanCorp Financial Group warned investors that it will finish the second quarter "well below" its $0.83 expectation.
July 12, 2012
Looking Ahead to Earnings SeasonIf Alcoa's earnings can be counted as a bellwether for the rest of the U.S. market, we could be in for a pretty unexciting earnings season.
July 10, 2012
LPL Unit Buys Veritat, Aims to Bring Financial Planning to MassesIn a rare combination of brains and brawn, LPLs NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
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.