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.
Crisis 2008: Democrats vs. Republicans
By Arthur D. PostalThe Democratic majority on the Financial Crisis Inquiry Commission says corporate governance problems at companies such as American International Group Inc. contributed to the 2008 financial crisis.
January 26, 2011
Catholic Aid Association Changes NameThe Catholic Aid Association has officially changed its name to Catholic United Financial.
January 26, 2011
Financial Crisis Commission's Final Report to Be Released ThursdayThe Financial Crisis Inquiry Commission (FCIC) is due to release on Thursday its final report on the causes of the financial and economic crisis. The New York Times reports that the FCIC concluded the financial crisis was avoidable.
January 25, 2011
Fewer Americans Have 'Uncomfortable' Financial Situation: BankrateA survey released Monday by Bankrate Inc. found 38% of survey respondents are less comfortable with their financial situation than they were 12 months ago, down from 44% in December.
January 25, 2011
Reframe Clients' Financial Behavior for Planning SuccessFinancial advisors looking to incorporate behavioral finance into their practice would be more effective if they teamed up with a psychologist.
January 21, 2011
House Financial Services Releases List of Democrats to Fill Six SubcommitteesRep. Barney Frank, D-Mass., Ranking Member of the House Financial Services Committee, has announced the Committee’s six subcommittee Ranking Members along with the Democratic members of those committees.
January 19, 2011
Goldman’s Compensation Falls, Part of Longer Term PlanRecord stock options grant set to fully vest in coming years.
January 18, 2011
GAO: NAIC, SEC Should See What Consumers KnowOfficials at the Government Accountability Office see no reason to impose another layer of regulation on financial planners at this time, but they would like more information about what consumers think about issues such as titles and designations.