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.
Kohl Amendment Changed to GAO Study
By Melanie WaddellManager's amendment will call for GAO to study whether financial planning should be regulated
March 22, 2010
Financial Planning Has a Lite Designation Now?Of course, I read all the responses posted to this blog, and the e-mails I get about my column, too. But after all these years,...
March 18, 2010
LTC Financial Needs AgentsLTC Financial Partners L.L.C. says it is still growing, despite reports of weakness in the private long term care insurance market.
March 18, 2010
Dodd Bill: Industry Might Escape Bailout Pre-Funding FeesInsurance representatives say the Senate financial services bill may end up having little financial or regulatory impact on high-asset insurers.
March 16, 2010
Insurance Groups Back Financial Services ReformWASHINGTON--Insurance industry trade groups are voicing support for the version of financial services reform legislation introduced Monday by Senate Banking Committee Chairman Chris Dodd, D-Conn.
March 16, 2010
Insurance Groups Back Financial Services ReformWASHINGTON--Insurance industry trade groups are voicing support for the version of financial services reform legislation introduced Monday by Senate Banking Committee Chairman Chris Dodd, D-Conn.
March 15, 2010
Principal: Make Planning Part Of DNAPrincipal Financial Group Inc. is starting an America Rebuilds advertising campaign that will make heavy use of the Web as well as sponsorships and print, broadcast and cable advertising.
March 15, 2010
As Reform Bill Nears Release, a Renewed Call for the Fiduciary StandardNobel laureates, economists, industry luminaries sign statement from Committee for Fiduciary Standard