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.
Senate Banking Committee to Hold Hearings on JPMorgan Loss, Other Key Issues
By Melanie WaddellSen. Bob Corker called Friday for a hearing on the JPMorgan loss. The Banking Committee chairman said Monday the group would hold a series of hearings that will cover that situation, along with money-market funds and Dodd-Frank.
May 07, 2012
Tuttle to Retire, Kitces to Join Journal of Financial Planning: FPA Town Hall MeetingA town hall-style meeting produced two interesting announcements, namely, Marv Tuttle will retire in mid-2014 and Michael Kitces will join Journal of Financial Planning.
May 07, 2012
Kitces: Can Financial Advisors Keep Pace in a Digital Future?Michael Kitces took the stage at the 2012 FPA Retreat to offer his vision of what the future holds for financial planning in the digital age.
May 03, 2012
Osborne Challenges Bank Capital RulesIn the wake of a failure to reach agreement on proposed bank capital rules at a meeting of E.U. finance ministers that ended early Thursday morning, George Osborne, the British chancellor of the Exchecquer, was outspoken in his criticism of other ministers efforts to reach agreement.
April 26, 2012
Rethinking Financial Innovation to Reduce Negative OutcomesThe World Economic Forum, held in Geneva, Switzerland earlier this year, hit on a key idea for the markets: rethink financial innovation.
April 26, 2012
Rethinking Financial Innovation to Reduce Negative OutcomesThe World Economic Forum, held in Geneva, Switzerland earlier this year, hit on a key idea for the markets: rethink financial innovation.
April 26, 2012
Dementia and Due Diligence: Why Clients’ Cognitive Function Is Your ConcernIts never an easy topic to bring up and one that most financial advisors would probably say has little, if anything, to do with them.
April 25, 2012
Finding the Culprits of the CrisisDerivatives expert Janet Tavakoli takes a hard look at what and who caused the financial crisis.