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.
Lifetime Financial takes home President's Cup
By staff WriterLifetime Financial Growth has earned Guardian Life Insurance's 2011 President's Cup, pictured here with the agency's senior management, from left to right, T. Patrick Wilson, J.D., RFC, CLTC; Sanford M. Anderson, J.D.; Earl J. Luttner, CLU; Matthew W. Roddy; MaryLou Rodgers; and James A. Schepis, CLU. To read more, click...
April 19, 2011
Prudential Study: Advisors Fail to Reach Out to African-AmericansPrudential's recent study, “The African-American Financial Experience,” found that African-Americans still hold fewer financial products, are more conservative investors and still do not really have relationships with financial professionals.
April 18, 2011
Jeff Clemons leading MassMutual's Nevada agencyJeff Clemons has been named the head of Nevada's general agency for MassMutual. For more information, click the headline.
April 18, 2011
The elements of behavior: Tips for managing your advisor energyIt is said that behavioral style matches the four elements. These elements demonstrate the following characteristics:
April 15, 2011
NAIFA-Atlanta names top financial advisors under 40NAIFA's Atlanta chapter recently announced the recipients of its first Top Advisors Under 40 award.
April 14, 2011
Banks to Pay Victims of Botched ForeclosuresJPMorgan, Wells Fargo, Bank of America and Citigroup among those that settle.
April 12, 2011
GAO: Dozens of Federal Programs Promote Financial LiteracyMore than 20 federal agencies and more than 50 federal programs and initiatives are trying to promote financial literacy, according to officials at the U.S. Government Accountability Office.
April 12, 2011
AdvisorOne’s 2011 Q1 Earnings Calendar for Financial SectorAdvisorOne presents a calendar marking expected first-quarter 2011 earnings dates for firms of greatest interest to financial advisors.