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.
Survey: Investor Trust in Financial Firms Fell in 2010
By staff WriterNearly half of individual investors trusted financial services companies less in 2010 than the previous year, according to a new report.
February 23, 2011
W&S Financial names Butsko Senior Regional VPW&S Financial Group Distributors, the national wholesale distribution agency for annuities and life insurance for Western & Southern Financial Group, has named James A. Butsko, CFP, CLU, ChFC, as senior regional vice president for financial institutions.
February 23, 2011
Advisor ethics: 4 things you supposedly aren't telling your clientsIn her article, "8 things your financial planner won't tell you," MSN finance columnist Liz Pulliam Weston warns readers that some financial professionals have secrets and do not divulge all pertinent information to their clients.
February 17, 2011
Northwestern Mutual's Washington Group set to growLeo Tucker, managing partner of The Washington Group of Northwestern Mutual, says the company plans to recruit 35 financial representatives this year. Click the headline for the full story.
February 17, 2011
Family Offices Expand Financial Protection to Include Physical ProtectionAfter managing resources wisely, threat assessment, awareness and action may be the next big trend for your wealthy clients. Are you ready?
February 15, 2011
Americans Happy With Financial Security Outlook: Country Financial SurveyFebruary increase bucks holiday hangover trend.
February 15, 2011
How to Find a Financial Advisor: NAPFA Publishes Consumer GuideNAPFA has published a "Financial Advisor Field Guide" that teaches consumers how to find a qualified advisor to help them with their personal finances.
February 14, 2011
Rep. Neugebauer Floats Bill to Put CFPB in Treasury Dept.Rep. Randy Neugebauer, R-Texas, chairman of the Oversight and Investigations Subcommittee of the House Financial Services Committee introduced a bill on Feb. 8, which would move the Consumer Financial Protection Bureau into the Treasury Department.