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.
Greater Good: The Unintended Consequences of Repaying TARP
By Kate McBrideDid the requirement to repay TARP funds in order to pay bonuses for 2009 prompt some banks to repay the bailout funds too early?
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
January 31, 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.