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.
Phone language versus selling language
By Gail B. GoodmanSales organizations focus on sales. That's a good thing. But when you are trying to schedule an initial appointment with a new prospect, it's important to use phone language and not sales language.
May 05, 2011
Phone language versus selling languageSales organizations focus on sales. That's a good thing. But when you are trying to schedule an initial appointment with a new prospect, it's important to use phone language and not sales language.
May 05, 2011
Bernanke: Regulators Challenged in Spotting RiskRegulators must better understand threats to the financial system to be able to prevent another crisis, Federal Reserve Chairman Ben Bernanke acknowledged Thursday.
May 05, 2011
Dodd Delivers Vivid Speech on Financial Crisis at fi360 ConferenceFormer Sen. Christopher Dodd, in a passionate speech at the fi360 Conference in San Antonio on Thursday, spoke vividly about the early days of the financial crisis and how financial reform evolved from January 2007 until now.
May 04, 2011
At FPA Retreat, a Focus on the Future of Financial PlanningFPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'
May 03, 2011
Consumer Groups Rally Against Passage of Bills to Alter CFPBConsumer advocate groups sounded an alarm on Tuesday over three bills scheduled to be marked up on Wednesday by members of the House Financial Services Committee that the groups say would hobble the CFPB.
May 03, 2011
Why a Smaller FPA May Be a Very Good SignThe price of professionalism means that not everyone can, or should, be a member.
May 01, 2011
Advisors Beware: The Downside of Behavioral FinanceBehavioral finance is very much in vogue these days, and many advisors across the nation are looking to find out more about it and to apply its principles in their practice.