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.
The financial advisor as achiever
By Norm TrainorFor centuries, philosophers and, more recently, social scientists have used archetypes to characterize human behavior. The archetype of the high performing financial advisor is that of the Achiever.
December 15, 2010
Did Rep. Spencer Bachus Really Say That?Just a day after being elected to chair the House Financial Services Committee, Bachus says that "...Washington and the regulators are there to serve the banks."
December 15, 2010
Financial Advisors' Services More Popular Than Personal Trainers'It seems Americans are more worried about their assets than their abs.
December 14, 2010
WikiLeaks: The Bonus BowlU.S. diplomats in London in late 2009 were listening to U.K. officials' ideas about how wealthy countries should restructure their financial regulatory systems.
December 13, 2010
Financial Services Institute Elects Joseph Russo as Vice Chair of Board of DirectorsTwo new members join board of directors of FSI.
December 10, 2010
4 simple steps to a knockout e-newsletterNewsletters are really convenient. They're so convenient we have to find a way to keep sending them out with them ending up in the trash. Here are some methods to help you send out e-newsletters that get viewed
December 09, 2010
Quesnel New President of Communicators GroupThe Insurance & Financial Communicators Association has picked new officers.
December 09, 2010
6 reasons to be happy you're a financial advisorBill Smith, author of "The Happy Advisor," believes now is a great time to be a financial advisor. As an advisor himself, he not only finds solutions to some of the most common obstacles--he has a fun time doing it.