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.
3 Things Advisors Can Learn From Steve Jobs
By Liz DavidsonThe Apple co-founder's lessons for how advisors can better communicate and serve their clients.
October 18, 2011
Survey: Americans Remain Resilient Despite Tough Economic TimesAlthough the economic climate is largely unchanged, people are adapting, revisiting their plans and finding ways to save for both their short- and long-term goals, says Keith Brannan, vice president of Financial Security Planning at Country Financial.
October 18, 2011
Survey: Americans Remain Resilient Despite Tough Economic TimesAlthough the economic climate is largely unchanged, people are adapting, revisiting their plans and finding ways to save for both their short- and long-term goals, says Keith Brannan, vice president of Financial Security Planning at Country Financial.
October 17, 2011
Turning a Lens on Ameriprise Financial (New York Times)The lawsuit against Ameriprise Financial, the largest employer of certified financial planners in the U.S., was breaking news at the end of last month, as six people accused the company of willfully mismanaging 401(k) accounts, stuffing the plans with expensive, underperforming mutual funds that came from the company's own investment...
October 11, 2011
Edelman Financial to Exit Independent Rep BusinessOne of the biggest wealth management firms in the country, Edelman Financial, announced Tuesday that it planned to stop serving independent reps by year-end so that it could focus on its core business of serving high-net-worth clients.
October 11, 2011
Financial Planning Association Celebrates 10th Annual Financial Planning WeekFPA chapters host events nationwide; thousands of Americans receive financial planning advice.
October 11, 2011
Financial Planning Association Celebrates 10th Annual Financial Planning WeekFPA chapters host events nationwide; thousands of Americans receive financial planning advice.
October 11, 2011
European Debt Crisis Systemic: TrichetJean-Claude Trichet, who not only heads the European Central Bank but also the European Systemic Risk Board, told the European Parliament's Committee on Economic and Monetary Affairs on Tuesday that the sovereign debt crisis in Europe has become systemic and that the risk of contagion was increasing rapidly.