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.
Planners to Offer Free Services in 20 Cities.
By Staff WriterPlanning groups will be bringing financial planning services to the people this month and next.
October 04, 2010
Rutgers and OIC Offer Free Online Courses in Options for AdvisorsNew Jersey's Rutgers University School of Business-Camden and the Options Industry Council (OIC) announced new online course offerings in options for financial advisors. The hour-long courses are free of charge and accredited for continuing education.
October 01, 2010
Ten Top Ways to Engage Clients Now, Part IILast month, we discussed how the best advisors are engaging their clients now--a necessity, as many high-net-worth people are re-evaluating their relationship to money,...
October 01, 2010
Financial Stability Oversight Council Holds Inaugural MeetingThe Financial Stability Oversight Council, formed as part of new legislation under Dodd-Frank Wall Street Reform and Consumer Protection Act, convened for its first meeting Friday.
October 01, 2010
Cetera Financial Adding Managers, Re-Grouping FAsCetera Financial Group, the former ING Advisors Network, is hiring more executives for its wealth-management team. Alex Kaye, formerly of Wilshire Associates and UBS, is...
October 01, 2010
How's Your Bedside Manner?While working with our healthcare clients to reduce the incident-rate of malpractice suits, we discovered that there is little correlation between the competency of doctors...
September 30, 2010
What qualities do you look for in an advisor?I want someone to look me in the eyes and give me honest advice
September 30, 2010
Mistrust equals 'death of a salesman'When SEC 151A was essentially put to rest this past summer, many in the industry breathed a sigh of relief. Veteran life insurance advisors would not fall under the jurisdiction of the Financial Industry Regulatory Authority.