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.
Genworth Financial, Pacific Life, W&S Financial Group, Jefferson National Debut New Products
By Warren S. HerschTwo new index annuities from Genworth Financial, SecureLiving Index 7 and SecureLiving Index 10 Plus, are single-premium, fixed deferred annuities that offer index-based and fixed interest crediting strategies.
December 06, 2011
CDA: Consumers KnowOrdinary people think disability is more severe and less common than it is, but they understand that it can strike anyone, a disability group says.
November 30, 2011
Merrill Edge Report: Mass Affluent Seeking More Advice, Tightening WalletsThe 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 29, 2011
How to Market VAs? Zvi Bodie Finds One Good Way: News AnalysisSecurian Financial steps up to the plate with a video explaining variable annuities that aims to appeal to consumers while avoiding legal compliance snags. A top finance professor and leading financial services marketer evaluate how well they performed this difficult challenge.
November 23, 2011
Eurozone Fears Drive U.S. Bank Stress TestThe Federal Reserve will stress-test the 31 largest U.S. banks, those with at least $50 billion in assets, in an attempt to restore confidence in the country's banking system, and the six largest must also pass tests of their trading operations.
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.