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.
FSB to G20: France Knocked Down a Wall
By Allison BellMany developed countries are trying to fill holes in prudential regulation of financial services companies - and at least one has combined prudential oversight of banks and insurers.
November 10, 2010
Turn lunch into great referralsI keep getting e-mails from readers who want more ideas for meeting new prospects in person. With the do-not-call regulations, personal introductions are more important than ever before.
November 09, 2010
Insurers to Geithner: Look at the ConnectionsThe Financial Stability Oversight Council should look at a nonbank financial company's commitments to counterparties when deciding whether the company might need extra scrutiny, according to the American Council of Life Insurers.
November 09, 2010
Insurers to Geithner: Look at the ConnectionsThe Financial Stability Oversight Council should look at a nonbank financial company's commitments to counterparties when deciding whether the company might need extra scrutiny, according to the American Council of Life Insurers.
November 09, 2010
At SIFMA Annual, Dodd Talks About Dodd-Frank, CFPB, ForeclosuresScarcely three months since President Barack Obama signed the Dodd-Frank Act into law, "the process of implementation is moving swiftly and efficiently," Sen. Christopher Dodd, chairman of the Senate Banking Committee, said during a speech on Monday at the SIFMA conference in New York.
November 08, 2010
5 ways to break out of a slumpBill Smith, author of "The Happy Advisor," came up with 10 ways to help advisors break out of a professional slump. Read on for the first five tips.
November 07, 2010
A Link Into the Prosperous Gay Community: Dot429The 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 05, 2010
Paul Auslander Named 2011 FPA President-Elect'Continuing to advance the fiduciary standard' will be major initiative