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.
Is This Rally Over?
By Staff WriterEvery major business cycle has winners and losers, leaders and laggards. The players change, the cycles change or reverse, but the concept remains the same.
November 18, 2009
Agency Offers LTC Advice For GLBT SeniorsOlder men and women who are homosexual may face special problems when they need long term care, according to experts with LTC Financial Partners L.L.C.
November 18, 2009
Know thy customerA concept as old as marketing itself says, "Don't find customers that are right for your products -- find products that are right for your customers."
November 17, 2009
Seminar attendees expect education, expertiseWhat do seniors think about free lunch seminars?
November 17, 2009
FPA Announces 2010 Board AdditionsFour new members have been named to three-year terms on The Financial Planning Association's board of directors.
November 17, 2009
Obama Sets Up Financial Fraud Task ForceSEC, Treasury, and HUD part of steering committee
November 17, 2009
Molendorp To Lead LL GlobalDayton Molendorp will be the chair of LL Global Inc., the parent of LIMRA and LOMA, in 2010.
November 16, 2009
Kurtz To Lead FPAThe Financial Planning Association has picked Martin Kurtz to be 2010 president-elect.