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.
Ameriprise, TD Ameritrade Move to Protect Clients
By Janet LevauxAmeriprise Financial is committing up to $33 million to protect clients who have invested in the Primary Fund, a money market mutual fund managed by...
October 31, 2008
Accounting Board: You CAN Use JudgmentAn advisory panel at the International Association Standards Board says company managers and auditors should feel free to use their judgment when valuing financial instruments ...
October 30, 2008
Changing of the guardBy this time next week, we should know who's taking over as U.S. president. How do you see the election panning out? Who has the...
October 29, 2008
Pessimistic not scaredAccording to a survey conducted by LIMRA in mid-October, U.S. consumers are content with their investments and banking or insurance arrangements during this financial crisis. LIMRA is a worldwide research and consulting organization that aids more
October 29, 2008
Pessimistic not scaredAccording to a survey conducted by LIMRA in mid-October, U.S. consumers are content with their investments and banking or insurance arrangements during this financial crisis. LIMRA is a worldwide research and consulting organization that aids more
October 22, 2008
Cuomo Asks AIG To Set Exec Comp ExampleNew York Attorney General Andrew says he hopes American International Group Inc. will set a new standard for corporate culture at financial services firms that ...
October 20, 2008
LPL FINANCIAL ADDS CALIFORNIA-F.A. GROUP (Oct. 20, 2008)The Financial Services Network of San Mateo, Calif. - which includes 230-plus independent financial advisors with over $40 million in revenues in 2007 - has said it switched its broker/dealer affiliat
October 20, 2008
Panel Asks AIG For Derivatives Unit RecordsThe House Oversight and Government Reform Committee is seeking documents relating to the activities of the American International Group Inc. financial products subsidiary.Rep. Henry Waxman, ...