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.
The Next Congress
By Kenneth SilberThis years congressional elections hold considerable potential to reshuffle power on Capitol Hill.
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.
May 14, 2012
Senate Banking Committee to Hold Hearings on JPMorgan Loss, Other Key IssuesSen. 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 11, 2012
FDIC Head Outlines Strategy for Seizing FirmsThe next time a big bank or financial firm fails, regulators hope to avoid a major blow to the economy by seizing the firm's parent company while allowing its healthy subsidiaries to continue operations, the head of the Federal Deposit Insurance Corp. says.