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.
Find Success in Consultative Solving
By Mark E. CanerClients look to you for financial solutions that fit their livestoday and down the road. Crucial to helping them pursue their goals is managing fundamental LIFE retirement risks.
January 06, 2012
SEI Quick Poll: Most Ultra Wealthy Don't Share Goals With AdvisorsMost wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals.
January 06, 2012
SEI Quick Poll: Most Ultra Wealthy Don't Share Goals With AdvisorsMost wealthy individuals believe it is important for their advisors to know all their goals, but only a small percentage say their advisors actually know their financial, business and personal goals.
January 05, 2012
Securian Financial Buys Two Insurers; Mutual of Omaha and Principal Financial Ink AlliancesSecurian says the acquisition increases the scale of Securians credit protection business by 25 percent. Securian will integrate the acquired business into its credit protection operations by June 30. American Modern will provide transition services until integration is complete.
January 05, 2012
Securian Financial Buys Two Insurers; Mutual of Omaha and Principal Financial Ink AlliancesSecurian says the acquisition increases the scale of Securians credit protection business by 25 percent. Securian will integrate the acquired business into its credit protection operations by June 30. American Modern will provide transition services until integration is complete.
January 04, 2012
Obama Uses Recess Appointment to Name Cordray to Head CFPBPresident Barack Obama on Wednesday named Richard Cordray through a recess appointment as the director of the Consumer Financial Protection Bureau, a move that Senate Republicans cried is unconstitutional.
January 02, 2012
Behavioral Finance: The Secret Behind Value InvestingEven before she knew what the term meant, Lauren Templeton, founder of Chattanooga, Tenn.-based Lauren Templeton Capital Management, was applying the principles of behavioral finance to her investment philosophy.
January 01, 2012
Rising TidesAs with the rest of the country, the financial planning profession is graying, and the entrance of 20- and 30-something young professionals is causing a substantial shift in the makeup of the work force.