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.
Setting yourself up for LTCI sales success
By Chelsey EmmelhainzIt is a well known fact in the advising world that LTCI sales are among the toughest and most time consuming, and in the wake of the economic downturn, consumers are becoming even more wary of extra expenditures.
February 02, 2010
Principal Launches Ninth Benefits ContestA Des Moines, Iowa, insurer is looking for 10 small and midsize employers with great benefits packages.
February 01, 2010
Financial Planning Coalition Continues to Push for Fiduciary StandardQuest to make financial planning a profession continues.
February 01, 2010
Obama takes a bite out of (financial) crimeI ran across an item that begged for inclusion in this column: President Obama is digging in his heels on financial fraud.
February 01, 2010
So You Want to Have a Profession?Bob Clark not-so-humbly presents the following five standards--almost an oath!--that will clearly and unambiguously define a new profession of Independent Financial Advisors. Standard One: I have...
February 01, 2010
Soapbox: Here's What We Were ThinkingThe Financial Planning Coalition is glad to see Bob Clark's vociferous advocacy of a fiduciary standard of care for individuals who dispense financial planning advice...
February 01, 2010
Clark at Large: Declaration of IndependenceLast Fall, my old friend Bob Veres did a rather common thing, which yielded some uncommonly interesting results. Veres asked his newsletter readers to identify...
January 31, 2010
The age of reasonThe acuity of peoples' financial decision-making peaks around the age of 53