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.
Agencies Complete Reverse Mortgage Rules
By Allison BellIf you are providing a reverse mortgage, do not - repeat - do not think of trying to sell an annuity at the same time.
August 12, 2010
Twelve Things Advisors Need to Know and DoA recent study from MDRT surveyed over 1,800 adults to determine their attitude toward financial planning. From the results, MDRT determined six things advisors need...
August 11, 2010
Public Policy Forum to Discuss 'Fiduciary Duty in a Brokerage Setting'The Committee for the Fiduciary Standard (the Committee), announced a Public Policy Forum: Applying the Fiduciary Standard to the Delivery of Investment Advice, to be held on September 24.
August 11, 2010
The Best Way to Succeed? Know Your Niche.According to a new report by the Insured Retirement Institute, boomer clients like to get their financial advice face-to-face rather than over the phone or ...
August 11, 2010
The Best Way to Succeed? Know Your Niche.According to a new report by the Insured Retirement Institute, boomer clients like to get their financial advice face-to-face rather than over the phone or ...
August 10, 2010
Three Ways to Make Financial Reform Work for YouThere are several positive ways in which advisors can respond to the inevitable industry changes ahead.
August 09, 2010
Wells Fargo Boosts Support of Independent Advisors; Parent Company Predicts Lost Revenue from ReformsWells Fargo Advisor group includes 15,102 financial advisors and 5,094 licensed bankers with $1.1 trillion in assets under management.
August 09, 2010
Wells Fargo Boosts Support of RIAs; Parent Predicts Lost Revenue from ReformsWells Fargo Advisors says its independent brokerage arm is expanding and realigning its supervision team "in anticipation of continued growth." Advisors affiliating with the group has grown 24% over the past 18 months.