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.
Most Ultra Wealthy Don’t Share Goals with Advisors
By Warren S. HerschMost wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals.
February 01, 2012
Former RBS Chief Stripped of KnighthoodFormer Royal Bank of Scotland Group CEO Fred Goodwin is now also a former knight of the realm. Goodwin, on the advice of the Honors Forfeiture Committee in Britain, was stripped of his knighthood.
January 31, 2012
Most Ultra Wealthy Don’t Share Goals with AdvisorsMost wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals.
January 30, 2012
Under Pressure, RBS CEO Waives BonusThe CEO of Royal Bank of Scotland Group has decided to waive his bonus of 963,000 pounds ($1.5 million), but it wasnt an entirely altruistic gesture. He reached that decision after the Labour Party said it would ask Parliament to vote on the matter.
January 26, 2012
CFP Board Relaxes Its Position on Financial Planner Bankruptcies: Pros and ConsWhat, specifically, are the arguments both for and against the CFP Board's proposed bankruptcy rule change? Who will it help and protect, and who will suffer? Part two of a two-part blog series.
January 25, 2012
Securian Financial, Pacific Life and Prudential Financial Roll Out New OfferingsSecurian Financial Group, St. Paul, Minn. (SECUP), has debuted SecureOption Focus, a fixed deferred annuity that offers a choice of initial guarantee periods, a return of premium guarantee and a bonus interest rate in the one-year guarantee period.
January 25, 2012
Securian Financial, Pacific Life and Prudential Financial Roll Out New OfferingsSecurian Financial Group, St. Paul, Minn. (SECUP), has debuted SecureOption Focus, a fixed deferred annuity that offers a choice of initial guarantee periods, a return of premium guarantee and a bonus interest rate in the one-year guarantee period.