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.
Ex-SEC Chief Arthur Levitt Renews Call for Plain-English Disclosures
By Marlene Y. SatterFinancial disclosures that are written so that it is impossible for the average citizen to understand it has been, and remains, a bad idea, according to former SEC Chairman Arthur Levitt.
April 01, 2011
The Path to Authentic Client ServiceIn an unsettling commentary on the state of our business, financial services tied with tobacco as being among the lowest-regarded of all industries.
March 30, 2011
House GOP, Democrats Spar Over Cost of Dodd-FrankRepublican and Democratic members of the House Financial Services Subcommittee on Oversight and Investigations sparred Wednesday over the costs of implementing the Dodd-Frank Act.
March 30, 2011
Moms Take Lead Over Dads in Financial EducationWhile parents agree on when to start teaching their children about financial matters, they have different ideas about how to do so, says a TD Bank survey.
March 28, 2011
United Capital Acquires Vantage PointRIA United Capital Financial Advisers announced that Vantage Point Advisors has become the newest addition to the firm’s national expansion plans.
March 28, 2011
United Capital Acquires Vantage PointRIA United Capital Financial Advisers announced that Vantage Point Advisors has become the newest addition to the firm’s national expansion plans.
March 28, 2011
Next Global Bank Crisis May Be in Wings, Says Canadian RegulatorTed Price, assistant superintendent of the Office of the Superintendent of Financial Institutions, said Sunday that the next global banking crisis could be on its way and that regulators should bear down on the financial industry before it hits.
March 22, 2011
Gradient takes home sales and marketing awardGradient Financial Group has won the Best Sales and Marketing Team Award from Minnesota's Twin Cities North Chamber of Commerce. Click on the headline for more info.