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.
Time to Market Myself Again
By Mike PattonAs long as I have been in this business, there have been periods of sowing and periods of harvesting. It is very rare--at least in...
August 01, 2009
Direxion Reverse Splits FundsOn July 8, the Direxion Daily Financial Bull 3x Shares (FAS) had a 1-for-5 reverse split and the Direxion Daily Financial Bear 3x Shares (FAZ)...
August 01, 2009
Fiduciary to the ForefrontTo even the most casual observer, the need for a fiduciary standard that assures that any professional who provides financial and investment advice does so...
August 01, 2009
Danger & Opportunity: Manual LaborEven in these most challenging of times, advisors can prosper by focusing on maximizing their unique strengths, rather than trying to fit into some predetermined...
July 31, 2009
What kind of marketing do you best respond to?I'm probably not the best person to answer this question.
July 31, 2009
The postman always rings twiceYou check the calendar. Assuming your direct mail pieces left the post office on schedule, this should be the day when the reply cards start coming back in.
July 24, 2009
States Demand FSOC RoleState banking regulators are asking Congress and the Obama administration to keep states involved in monitoring the most important financial institutions.