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.
Waters Tries to Ice SRO Bill
By Arthur D. PostalLegislation 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
Reversing ViewsWith their retirement portfolios dwindling, baby boomers look to tap into their largest assettheir homes. But are reverse mortgages right for everyone?
June 29, 2012
SunGard Launches Mobile Report Access App for AdvisorsThe new app, which is also available on mobile tablets, facilitates increased collaboration and effectiveness of client meetings.
June 28, 2012
A New Emergence of Behavioral FinanceAs the application of behavioral finance becomes more mainstream in Western nations, behavioral finance has also captured the interest of emerging market countries, where policymakers are equally keen to apply some of its ideas and principles as they formulate key legislation for consumer financial protection.
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.