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.
A Link Into the Prosperous Gay Community: Dot429
By Savita Iyer-AhrestaniThe total buying power of the U.S. lesbian, gay, bisexual and transgender adult population in 2010 is projected to be $743 billion: Advisors can learn about that population through a LinkedIn-like site called dot429.
November 03, 2010
Dodd-Frank: Liang to Head Research OfficeJ. Nellie Liang, the director of the new Office of Financial Stability Policy and Research at the Federal Reserve Board, has done several research papers that touch on pensions and retirement plans.
November 01, 2010
Serve and ProtectSusan Ganz calls herself a financial services professional, but you might call her a disaster preparedness expert.
November 01, 2010
Cetera Adds to Leadership TeamCetera Financial Group, based in El Segundo, Calif., said Oct. 12 that Jon Frojen joined the firm as its chief financial officer. He replaces Ashley...
October 26, 2010
Fiserv Beats 3Q Estimates on Rising SalesInternal growth in the financial segment was 2% for the technology and services provider.
October 26, 2010
LPL Financial Boosts Net Income as Advisor Growth SlowsThe number of LPL Financial Advisors is now just above 12,000.
October 26, 2010
Gotta Pay Your (CFP Board) Dues, if You Wanna Sing the BluesThe CFP Board's latest chuckler? Raising dues to "boost awareness" of financial planning just as the greatest reregulation of financial advice in 70 years hangs in the balance.
October 26, 2010
Retirees Behaving BadlyDespite the havoc it wreaked, the financial market collapse actually proved to be an extremely opportune moment for Augusta, Ga.-based financial management firm Apexx Financial. "We...