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.
Dodd-Frank: FSOC Posts Financial Market Utility Rule
By Allison BellThe Financial Stability Oversight Council has released the final version of a regulation that could affect whether organizations that sell support services to insurers will be designated as systemically important.
July 16, 2011
What advisors need to know about peer-to-peer lendingThe loan and investment service known as peer-to-peer lending is changing the financial lending landscape in drastic new ways.
July 15, 2011
European Bank Stress Tests Expected to Show 10 Banks Could FailStress tests, scheduled to be revealed after European markets close on Friday, that were conducted on 90 European banks are expected to show that 10 of those banks would need more capital if they were to make it through an extended recession.
July 14, 2011
Taleb Talks SwansFederal regulators need to help insure the economy against catastrophes, not just the optimize it to do well under ordinary conditions.
July 14, 2011
Peter Schiff Slams Bernanke as Fed Chief Warns on Debt Ceiling at SenatePeter Schiff slammed Federal Reserve Chairman Ben Bernanke who told the Senate Banking Committee on Thursday that not raising the debt ceiling would cause the deficit to rise.
July 13, 2011
Are you a referral wimp?Are you a referral wimp? When you get to the end of an appointment with a client and you realize you don't have time to ask for referrals, does a little voice inside of you go "Whoopee! I'll try to ask next time?"
July 01, 2011
Ethics vs. compensationDoes how an advisor is compensated make him or her more or less ethical? No.