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.
Allianz Survey: Americans Still Unlikely to Address Financial Planning in 2012
By Staff WriterEven though 2011 saw high unemployment, sagging home prices and a volatile stock market, 80 percent of Americans said that they will not focus on financial planning in their resolutions for 2012.
December 20, 2011
Americans End 2011 on a Financial High NoteAnother indicator of Americans' sense of financial well-being, Country's Financial Security Index also increased in December, though people say they are split on their financial outlook for 2012.
December 20, 2011
Americans' Financial Security Rebounds to Highest Level Since JuneAmericans' feelings of financial security are at their highest level in six months, according to Bankrate.com's December Financial Security Index.
December 20, 2011
Americans' Financial Security Rebounds to Highest Level Since JuneAmericans' feelings of financial security are at their highest level in six months, according to Bankrate.com's December Financial Security Index.
December 20, 2011
Fixing the 3 Top Mistakes Advisors Tend to Make With Their ClientsAre you enabling your clients to focus on the wrong measures of satisfaction with you and what you offer them? Three common mistakes, and how to ameliorate them for your benefit and your clients'.
December 20, 2011
The Myth of Financial Literacy: Most Consumers Don’t Want ItWhy blaming consumersand your clientsfor their lack of financial literacy is a red herring. Oh, and a suggestion to the SEC on what its primary job should be...
December 15, 2011
FSI Elects 2012 Board; Joe Russo Is First-Ever Advisor Named ChairJoe Russo is the first advisor ever elected chair of the independent BD organization. Larry Roth was elected vice-chair of FSI, and there are now four advisors on the 2012 board.
December 14, 2011
Christopher Hilger to Lead Securian Financial GroupSecurian says that Hilger, 47, will report to Chairman and CEO Robert Senkler, and will be accountable for all of Securians insurance businesses and its Information Services technology division.