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.
Merrill Edge Report: Mass Affluent Seeking More Advice, Tightening Wallets
By Janet LevauxThe latest survey finds that 63% of mass-affluent investors turn to advisors and others for financial guidance, up from 53% about six months ago.
November 21, 2011
If the Super Committee Fails to Act, Whither the Markets?With gridlock in Washington and continued European troubles, it looks like stocks will continue their highly erratic ways.
November 21, 2011
Potential Pension Income Abuse Targeted by Sen. HarkinLump sum or annuity? Its a question that dogs lottery winners and parties to structured settlements, and it might now involve your client's retirement plan.
November 17, 2011
Fact Check: Did Mobius Say Financial ‘Armageddon’ Was Coming Soon?A Forbes blogpost with a screaming headline pegged to Mark Mobius about a 'hellish' financial crisis shortly forthcoming has been generating plenty of fear in the Internet sphere.
November 15, 2011
What’s in a Name? Should the FPA Consider a Facelift?Words can be powerful. So is 'financial planner' the right name to describe advisors who provide comprehensive advice?
November 14, 2011
Got Financial Concerns? So Do Your ClientsAnxious about the state of the economy? Think how your clients must feel. Try these five strategies to help restore their financial confidence.
November 14, 2011
Got Financial Concerns? So Do Your ClientsAnxious about the state of the economy? Think how your clients must feel. Try these five strategies to help restore their financial confidence.
November 08, 2011
NAIC Names Jim Woody CFOWood replaces Brady Kelley as the second-in-command at the executive level of the NAIC.