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.
CFP Board Raises Education Standards
By Bob KeaneFinancial plan development course now required for certification.
March 10, 2010
Principal Financial Contributes To Earthquake ReliefA Midwestern carrier has donated money to aid earthquake relief efforts in Chile.
March 10, 2010
W&S Financial promotes Michael Wytiaz to Senior Vice President, Broker-DealerW&S Financial Group Distributors, Inc., Cincinnati, has announce the promotion of Michael S. Wytiaz, CFP, to senior vice president, broker-dealer distribution channel.
March 09, 2010
W&S Financial promotes Michael Wytiaz to Senior Vice President, Broker-DealerW&S Financial Group Distributors, Inc., Cincinnati, has announce the promotion of Michael S. Wytiaz, CFP, to senior vice president, broker-dealer distribution channel.
March 09, 2010
Consultants: Prefunding Bailouts Could Promote Bad BehaviorPrefunding a resolution authority that would be used to wind down large, troubled financial institutions "may encourage the same irresponsible behavior that gave rise to the economic crisis," Promontory Financial Group L.L.C. says in a new paper.
March 02, 2010
Study Finds Consumers Experiencing Slow RecoveryThe financial recovery from the 2008-2009 recession is tepid from a consumer standpoint, with Americans only marginally better off in 2009 than they were one year earlier, according to a study by a financial education firm.
March 02, 2010
Study Finds Consumers Experiencing Slow RecoveryThe financial recovery from the 2008-2009 recession is tepid from a consumer standpoint, with Americans only marginally better off in 2009 than they were one year earlier, according to a study by a financial education firm.