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.
Advisors Beware: The Downside of Behavioral Finance
By Savita Iyer-AhrestaniBehavioral 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…
April 28, 2011
Foundation Financial named Atlanta PacesetterFoundation Financial Group, helmed by CEO Mark W. Boyer (pictured), recently earned a 2011 Atlanta Pacesetter Award. To read more, click the headline.
April 25, 2011
Checks and Balances TV launches to separate financial fact from fictionChecks and Balances TV (CBTV) announces its official public launch commencing with its St. Patrick themed show titled, "The Luck of the Informed."
April 24, 2011
Checks and Balances TV launches to separate financial fact from fictionChecks and Balances TV (CBTV) announces its official public launch commencing with its St. Patrick themed show titled, "The Luck of the Informed."
April 22, 2011
Treasury, Education Departments Release Financial Literacy ResultsApril is Financial Literacy Month in the U.S. and the Treasury and Department of Education have released results of high schoolers' National Financial Capability Challenge.
April 21, 2011
Wilk, Lee join Creative Marketing groupMike Wilk, pictured at left, and Jim Lee, at right, have been inducted into Creative Marketing's Tailor Made group. The elite group is made up of top-selling insurance and financial professionals nationwide who have met certain membership criteria. For more information, click the headline.
April 21, 2011
Fed: Should Insolvent Financial Firms Just Go Bankrupt?The Federal Reserve Board is getting ready to look at whether insolvent financial firms should be resolved through the bankruptcy system, rather than through the current regulatory process.
April 21, 2011
Going Green Can Gain Clients for Financial Services FirmsJust in time for Earth Day, new research indicates that the under-35 age group, women and/or Hispanics are more likely to sign up with a truly green financial services firm.