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.
CFP update: Board raising the bar on CE standards
By Ginny KiplingFinancial planners looking to become certified or renew their CFP certificates beginning Oct. 1 will be subject to some new standards and changes made to the continuing-education program.
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.
April 20, 2011
Lifetime Financial takes home President's CupLifetime 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 20, 2011
LPL Financial to Acquire Open Architecture Firm Concord Capital PartnersAcquisition will allow the broker-dealer to enter ‘adjacent market.'