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.
Bitter Madoff Bemoans Fate
By John SullivanConvicted con man Bernie Madoff may be gone, but he’s far from forgotten. Speaking by phone from federal prison in Butner, N.C., to The New York Times recently, Madoff offered his first comments about the judge and the sentence, which will have occurred two years ago on Wednesday.
June 27, 2011
Fidelity Boosts Philanthropic Resources for Family OfficesFidelity Family Office Services in an alliance with Foundation Source is expanding the resources available for philanthropic planning for family offices.
June 24, 2011
Attention Advisors: Financial Help Tops Survey of ‘Distracted’ AmericansAccording to a new study released by Northwestern Mutual on Monday, Americans were feeling the strain of keeping up with all the distractions of a fast-paced life, and it showed in their ability to work toward objectives.
June 23, 2011
Tips to speed up your client testimonial processYou can speed up the testimonial process by sending an email followed by a telephone appointment using a script that looks like the following:
June 20, 2011
Emotion, Intuition Key to Advisor Use of Behavioral FinanceAdvisors are looking to apply the principles of behavioral finance, but coming up with options to implement is not that simple.
June 16, 2011
House, Senate GOP Blast Dodd-Frank on Jobs, Capital FlightRepublicans voiced concern about economic impact of Dodd-Frank on U.S. competitiveness.
June 16, 2011
I’m OK, You’re Not: In CFP Survey, Americans Feel Better About Own Finances Than EconomyAmericans' trust in advisors fell during the recession, but most would happily sit down with an advisor to work out a financial plan, says a CFP Board survey.
June 14, 2011
FDIC Plans to Snuggle Up to SIFIsInsurers that think they will be classified as systemically important financial institutions may want to consider setting aside office space for representatives from the Federal Deposit Insurance Corp.