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.
Elder financial abuse in regulatory crosshairs
By Staff WriterAdvisors who worry about family members or outsiders victimizing their elder clients should welcome the recent alliance between the North American Securities Administrators Association (NASAA) and the National Adult Protective Services Association (NAPSA).
September 01, 2009
Who Representatives Voted ForHere are the first, second, and third place winners in this year's balloting as picked by the 3,577 validated voters in our 19th annual readers'...
September 01, 2009
Mightier Than The SwordIf we needed any more proof of the power of the language, I present as Exhibit A the townhall meetings on healthcare reform. Full of...
August 31, 2009
Elder financial abuse in regulatory crosshairsAdvisors who worry about family members or outsiders victimizing their elder clients should welcome the recent alliance between the North American Securities Administrators Association (NASAA) and the National Adult Protective Services Association (NAPSA).
August 26, 2009
Another Bernanke Term?President Obama nominated Fed Chairman Ben Bernanke for another four-year term on August 25, "because of his background, his temperament, his courage, and his creativity," in fighting the financial crisis that is now entering its third year.
August 19, 2009
The Fundamentals Never ChangeFour timeless tips that can help deliver long-term client relationships.
August 12, 2009
Ben Stein gets pink slip from gray ladyIf you live in a state where Comcast operates, you've likely been inundated all summer long with the "Shaq&Stein" series of commercials pairing the odd couple of Ben Stein and Shaquille O'Neal.
August 12, 2009
Benefits Bits: International Dental, ID TheftA unit of MetLife Inc. is making international dental travel assistance services a standard part of its dental preferred provider organization plans.