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.
LPL Unit Buys Veritat, Aims to Bring Financial Planning to Masses
By Gil WeinreichIn a rare combination of brains and brawn, LPLs NestWise has acquired Veritat Advisors, the brainchild of Wharton professor Kent Smetters, aiming to extend its reach to 32 million households.
July 04, 2012
Honoring Advisors Who Serve(d): July 4, 2012, SlideshowIn our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.
July 03, 2012
Jeffrey Leeds to Lead Brookdale BoardLeeds, a retired banker, will be the chairman of the senior living community company but not the CEO.
July 01, 2012
Waters Tries to Ice SRO BillLegislation 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
Waters Tries to Ice SRO BillLegislation 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
What do you like best about your advisor?We really like that our financial professional does it all. Hes very well-rounded. Hes got a CPA as well as a CFP and some other designations, too. So, all our finances are taken care of in one central location. We dont have to talk to anyone but him. Its much...
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.