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.
Why I'm Using Client Questionnaires on P&C Coverage
By Mike PattonIn a recent post I discussed how financial planners should consider looking into a client's property and casualty insurance coverage. From the comments made on...
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.
November 16, 2009
Treasury May Broaden Search ProgramThe Obama administration wants to let non-U.S. law enforcement agencies ask financial services companies to check to see whether they may have done business with suspected terrorists or money launderers.