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.
Former Reps Sue Over Pay
By Allison BellLawyers are seeking class-action status for a federal court suit filed on behalf of a former financial consultant and a former trainee who say their former employer failed to pay overtime.
May 16, 2011
U.S. Deficit, Japan Quake Shake Investor Trust: Kellogg, MFS SurveysChicago Booth/Kellogg and MFS Investment surveys show a decline in investor trust and a rise in pessimism.
May 16, 2011
Campden Media Relaunches Family Business, Family Office WebsitesCampden, which also has offices in New York and Singapore, provides proprietary research, conferences, news and networking opportunities to ultra high-net-worth financial and business-owning families and their family offices and advisors worldwide.
May 11, 2011
Spending More Time With Clients Helps Advisors De-StressDispensing financial advice has quite a bit in common with firefighting and air traffic control: They’re all cited as being among the most stressful occupations.
May 10, 2011
Sen. Tim Johnson Says Dismantling Dodd-Frank Is ‘Dangerous’At a hearing conducted Tuesday by the Senate Committee on Banking, Housing, and Urban Affairs, the committee's Democratic chairman Tim Johnson, D-S.D., said that tearing down the Dodd-Frank reform law of 2010 "would be dangerous and irresponsible."
May 09, 2011
Financial Planning Clients Exhibit Same Behavior as Weight-Loss PatientsSegmentation analysis addresses key parallels between weight-related, financial-related behavior.
May 06, 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
Lawmakers Ask FSOC for RewriteLeaders of a key House subcommittee want the Financial Stability Oversight Council to revise its proposed guidelines for determining when an insurance company may pose a risk to the U.S. financial system.