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.
The Soapbox: The Financial Planning Coalition Barks Back
By Steve Weydert, CFP, MSBob Clark's October column, "The Dog That Didn't Bark," provides an inaccurate and misleading review of the Financial Planning Coalition's goals for reregulation of the...
November 01, 2009
Small WorldOver the last several years, the world's capital markets have undergone tremendous expansion, diversification, and integration. Accompanying these changes has been a movement away from...
November 01, 2009
Raymond James Hosts Women FAs; Shares Growth Story(Saint Petersburg, Fla.) Raymond James hosted its 15th annual Women's Symposium from September 30- October 2 with about 100 of its 640 female advisors...
October 30, 2009
Sarano Kelley among advisors focusing on financial literacyAs part of a new financial literacy awareness campaign, the International Association of Financial, Sport and Celebrity Advisers will air a one-hour television special on VH1.
October 29, 2009
Sarano Kelley among advisors focusing on financial literacyAs part of a new financial literacy awareness campaign, the International Association of Financial, Sport and Celebrity Advisers will air a one-hour television special on VH1.
October 29, 2009
Rating Agency Bill Gets Bipartisan SupportH.R. 3890, the Accountability and Transparency in Rating Agencies Act, won support from both Democrats and Republicans on the House Financial Services Committee Wednesday.
October 29, 2009
NAIC, MetLife Exec React To Systemic Risk DraftAny new oversight system for big, non-bank financial institutions must complement, rather than displace, the "coordinated, national system of state-based insurance supervision," an insurance regulator told the House today.
October 29, 2009
NAIC, MetLife Exec React To Systemic Risk DraftAny new oversight system for big, non-bank financial institutions must complement, rather than displace, the "coordinated, national system of state-based insurance supervision," an insurance regulator told the House today.