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.
SEI Quick Poll: 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.
January 04, 2012
Obama Uses Recess Appointment to Name Cordray to Head CFPBPresident Barack Obama on Wednesday named Richard Cordray through a recess appointment as the director of the Consumer Financial Protection Bureau, a move that Senate Republicans cried is unconstitutional.
January 02, 2012
Behavioral Finance: The Secret Behind Value InvestingEven before she knew what the term meant, Lauren Templeton, founder of Chattanooga, Tenn.-based Lauren Templeton Capital Management, was applying the principles of behavioral finance to her investment philosophy.
January 01, 2012
Rising TidesAs with the rest of the country, the financial planning profession is graying, and the entrance of 20- and 30-something young professionals is causing a substantial shift in the makeup of the work force.
December 31, 2011
Reputation death, Part 2: Is your personality killing your business?Prospects have little patience for narcissistic selling.
December 26, 2011
The Joy of WakefulnessWaking up in 2012 from the nightmare of the past years financial crisis is a bewildering experience. Like Egypts Pharaoh in the Book of Genesis, did seven emaciated cows really eat seven fat cows? Do we still have two and a half lean years to go? Sitting up in our...
December 26, 2011
China May Form More Credit Ratings AgenciesThe head of the People's Bank of China said Sunday that the financial institutions should reduce their reliance on foreign credit-rating agencies and that the nation is considering forming its own such entities which would be backed by the government.
December 21, 2011
Fed Takes on 'Too Big to Fail' (The Hill)In a lengthy proposal published Tuesday, the Federal Reserve proposed a slew of new restrictions and requirements for large banks and other major financial institutions as it works to implement a big chunk of the Dodd-Frank financial reform law.