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.
Fixing the 3 Top Mistakes Advisors Tend to Make With Their Clients
By Liz DavidsonAre 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 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.
December 12, 2011
Genworth Financial, Pacific Life, W&S Financial Group, Jefferson National Debut New ProductsTwo 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 08, 2011
Senate GOP Blocks Cordray as Head of Consumer BureauThe Senate fails to move forward nomination of Richard Cordray as first director of the Consumer Financial Protection Board; GOP says director will wield too much power and that CFPB is unaccountable to Congress.
December 06, 2011
Broker-Dealer Pacific West to Close Its DoorsIn a further sign of economic and legal trouble for the independent broker-dealer space, Pacific West Financial Group, based in Renton, Wash., announced it was discontinuing operations.
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.