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.
IAIS Releases 18-Point Assessment Methodology for I.D.'ing G-SIIs
By Elizabeth D. FestaThe IAIS has created 18 indicators divided into five categories for identifying global systemically important insurers (G-SIIs or G-SIFIs).
May 23, 2012
8 Fastest Growing Financial Services JobsAdvisorOne sifts through data from the BLS to find eight of the fastest growing jobs in this sector from 2010 to 2020.
May 21, 2012
Why Fighting Client Biases Is FutileBelieve it or not, trying to get your clients to overcome their emotions may be the wrong move.
May 21, 2012
Q&A with James R. VealJames R. Veal believes that helping to further your community is not only personally fulfilling its the best way to add to your client base.
May 17, 2012
The Curse of the Rogue French Trader (The Daily Beast)The French put a strong emphasis on mathematics, which makes them very good at understanding derivatives.
May 16, 2012
‘On the Money’ Radio Host Steven Pomeranz Joins United CapitalUnited Capitals media expertise is set to grow along with its assets under advisement with the addition of the radio host whose show appears on NPR.
May 15, 2012
American Financial to Keep Great American LTCI UnitCigna is acquiring most of the supplemental benefits business at Great American, but not all of it.
May 15, 2012
Americans Confident About Own Finances, Doubt Nation’sAmericans are far more confident about their own financial plans than they are about the nations.