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.
Are You Outstanding or Out of Touch?
By Simon ReillyThe financial world is changing and you need to change with it.
August 06, 2012
A Tale of Two Futures: Will You Be the Best Advisor for Clients, or the Worst?Consumers are ready to be proactive about their financial planning, but we believe that there will be an increasing bifurcation between advisors who cling to a transactional mindset and those who operate as true consultants to their clients.
August 06, 2012
Italy, Spain Resist ECB RequirementNeither Spain nor Italy is prepared to ask the European Central Bank (ECB) for aid in order for the ECB to begin buying their countries bonds. At least not yet.
August 02, 2012
LPL Grabs Russo’s Advantage Financial, $2 Billion in Assets From NPCRusso described the move of 63 advisors to LPL from NPC as a process that Advantage Financial undertook as it created a philosophy reflecting the strong currents that are sweeping through the industry.
August 01, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation that would bar federal regulators from designating insurance companies as systemically significant.
August 01, 2012
FSI Adds 2,500 Advisor MembersFSI announced Tuesday that NEXT Financial Group, Transamerica Financial Advisors. and The Strategic Financial Alliance have joined as members, collectively adding 2,500 new independent advisor members to FSI.
August 01, 2012
Marty Higgins on Maximizing ProductivityAdvisor of the Year finalist Marty Higgins shares what you might expect to find him and his financial team doing on a typical day.
July 31, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation that would bar federal regulators from designating insurance companies as systemically significant.