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.
NAIC Names Jim Woody CFO
By Elizabeth D. FestaWood replaces Brady Kelley as the second-in-command at the executive level of the NAIC.
November 08, 2011
Lewis' "Boomerang" Profiles Players in Financial MeltdownMichael Lewis is back with Boomerang. Who else can suck you into the morass of global financial shenanigans as well?
November 07, 2011
Europe's Financial Chiefs Try to 'Stop the Rot'Financial officials from around Europe met Monday in Brussels for urgent talks on how to ease Europe's debt crisis, calm markets and as one of them put it "stop the rot."
November 04, 2011
G20 Fails to Provide Money for EuropeEurozone leaders were disappointed in their quest to find contributions to the European Financial Stability Facility at the conclusion of the G20 meeting in Cannes, France, on Friday, with all interested nations holding back until more details for the final structure of the beefed-up fund are worked out.
November 02, 2011
Will European Banks Be Forced to Unload U.S. Assets?The report's authors cite Dutch banking giant ING Groeps pending sale of its U.S. banking franchise ING Direct to McLean, Va.-based Capital One Financial Corp as a paradigm for such asset sales, since European regulators forced ING to restructure.
November 02, 2011
Cetera Enrolls 3,500 Advisors as FSI Members to Boost Lobbying EffortAll three of Ceteras broker-dealer firms-Financial Network Investment Corp., Multi-Financial Securities Corp. and PrimeVest Financial Services Inc.-and their affiliate advisors are now members of FSI.
November 01, 2011
Your Best Investment Ever?As adults, we feel best about ourselves when we grow, change and become more whole over the course of our lifetime.
October 27, 2011
Building Consumer Trust, One Client at a TimeNew York's honking cabbies frequently don't inspire a load of trust from their customers, who are being asked to report on them. Are you more trustworthy in your clients' eyes?