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.
Marketing Firm Adds Ad Campaign Assessment Tool
By staff WriterPhoenix Marketing International Inc. has developed a product that financial services companies can use to measure the impact of the components of a multi-channel advertising campaign.
May 21, 2010
Senate Passes Dodd Reforms; Fiduciary Standard Not IncludedThe House financial reform bill includes a provision that will require brokers to adhere to a fiduciary duty, while the Senate bill does not.
May 21, 2010
Senate Passes Dodd Reform Bill, 59-39; Reconciliation Effort Moves ForwardIn a swift move, the Senate passed Thursday, May 20, its version of financial services reform, S. 3217, shortly after invoking cloture on the legislation the same day. The Senate passed the bill by a 59-39 vote.
May 20, 2010
Senate Passes Financial Reforms Bill 59-39Next: a conference to reconcile Senate version with House version.
May 19, 2010
NAPFA Makes Big Comeback at National Meeting"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
May 18, 2010
Karen Lee hits speaking circuitAtlanta-based financial advisor Karen J. Lee has been speaking recently on recognizing and attending to clients' underlying issues surrounding money.
May 17, 2010
White House Eyes Financial Services LobbyingPresident Obama believes businesses should support strong financial reform, White House Press Secretary Robert Gibbs said during a recent briefing.