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.
4 Misconceptions About Financial Advice From a Veteran Advisor
By Gil WeinreichPaula Hogan has read the theoretical literature, and shes contributed to it. She has also compared these theories to life in the advisor trenches and has some advice for her advisor peers.
July 26, 2012
Advising the Aging Brain; Running a Cool Workplace: August Research—SlideshowFinancial decision-making ability peaks in middle age, according to a body of research cited by Michael Finke of Texas Tech University in his cover story for the August issue of Research, The Challenge of the Aging Brain. In A Cool Place to Work, Ellen Uzelac looks at how some advisors...
July 26, 2012
What Do Credit Ratings Tell Us?Moodys Investors Service gave its token credit downgrade to a dozen global banks (IXG) including five of the six largest U.S. banksand financial stocks responded by shooting higher. Whats going on?
July 26, 2012
A Conversation With YourselfOne of the more charming YouTube videos to go viral recently is an interview 32-year-old filmmaker Jeremiah McDonald held with his 12-year-old self.
July 25, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation next week that would bar federal regulators from designating insurance companies as systemically significant.
July 25, 2012
Bill to Be Introduced Exempting Insurers from SIFI DesignationA senior Republican member of the House Financial Services Committee plans to introduce legislation next week that would bar federal regulators from designating insurance companies as systemically significant.
July 25, 2012
Geithner: Europe Crisis Is Biggest Threat to U.S. EconomyTreasury Secretary Timothy Geithner discussed with lawmakers on Wednesday a number of issues, from the success of financial reform to the European crisis to the SEC's attempt to overhaul money-market funds.
July 24, 2012
New Hire Roundup: Benartzi to Serve as Achaean Academic AdvisorThis week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SECs Los Angeles regional office.