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.
Good Takes Over as MDRT President
By staff WriterJulian H. Good Jr. of MetLife/Creative Financial Solutions, New Orleans, has assumed the duties of president of the Million Dollar Round Table.
September 01, 2010
The High-Performance Coach: Ten Ways to Engage Clients Now, Part 1Recently, an advisor client of ours (an independent advisor with over $2 million in annual revenues) received the advisor equivalent of a "Dear John" letter....
September 01, 2010
Editor's Note: What If You Held a Party for 3,000 People and Everyone Showed?Summer doldrums? Hardly. We were busy all last month collecting beer and bubbly for our dual anniversaries in the September issue. The first marks Investment...
September 01, 2010
Advisor or Confidant?While on a late summer afternoon outing with my children, we suddenly came across an Apple Store in all its technological seduction and splendor. Upon...
August 31, 2010
'The Future of Finance' From London School of EconomicsThe London School of Economics (LSE) is publishing a new book, The Future of Finance: The LSE Report, which asks: "What is a financial system for?"
August 31, 2010
'The Future of Finance' From The London School of EconomicsA new book from some leading financial thinkers asks: 'What is the financial system for?'
August 31, 2010
Boston University's Call for Papers on Fiduciary DutyPapers from practitioners and academics and all POV due by August 31.
August 30, 2010
Former ING Advisor Group Hires Second Schwab ExecCetera Financial Group, formerly ING Advisors Network, said it has hired Mark Palmer as the firm's national sales manager after tapping Barnaby Grist in February.