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.
IMF to Require Financial Check-Up for 25 Countries
By Marlene Y. SatterThe IMF on Monday announced that every five years it would require 25 countries to undergo in-depth exams to determine financial stability.
September 27, 2010
Consumers’ Loyalties Tied to Insurance Purchase: Affinion StudyConsumers who purchase an insurance product from a financial institution or association tend to be more loyal, and also have longer, more positive relationships with those institutions, according to a study.
September 26, 2010
Fiduciary Standard Moving Ahead at Breackneck SpeedThere is intense pressure on the Securities and Exchange Commission to satisfy all sides on the fiduciary standard issue.
September 24, 2010
FPA: Talking to Clients PaysFinancial advisors who report spending more time communicating with clients appear to be having the greatest success at adding new clients.
September 23, 2010
Obama's Heart to HartI'm not a Christine O'Donnell fan. I remember watching Politically Incorrect with Bill Maher in the late 1990s and thinking, "She's crazy." Not that a...
September 22, 2010
Geithner: President Will Nominate Director of Consumer Agency, Won’t Circumvent SenateU.S. Treasury Secretary Timothy Geithner assured lawmakers that President Barack Obama would nominate a director to head the new Consumer Financial Protection Bureau.
September 21, 2010
CFP Board Releases Financial Self-Defense GuideThe CFP Board, in observation of the second anniversary of the financial crisis, on Tuesday released a consumer guide to financial self-defense.
September 21, 2010
Harris myCFO Names John Benevides Head of Family Office ServicesHarris myCFO has appointed John Benevides president for family office services, the firm announced Monday.