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.
Are you a Client Relations Management expert?
By Richard BerryComputers ... you either hate them or you love them. Client Relations Management (CRM) software is critical to effectively conducting seminars and converting prospects to customers. There are numerous systems available, from simple spreadsheets
January 29, 2009
CFP Board Announces 2009 Chair of Disciplinary and Ethics CommissionThe Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), has announced the 2009 Chair and two new members to its...
January 29, 2009
Your clients' advisor checklistThere is a loss of confidence currently in the markets, and in financial institutions and experts, among many consumers. Ken Himmler of Lakewood Ranch, Fla.-based Integrated Asset Management suggests advisors provide transparency to clients and
January 28, 2009
Your clients' advisor checklistThere is a loss of confidence currently in the markets, and in financial institutions and experts, among many consumers. Ken Himmler of Lakewood Ranch, Fla.-based Integrated Asset Management suggests advisors provide transparency to clients and
January 27, 2009
Senate Confirms GeithnerTimothy Geithner was sworn in as the nation's 75th Treasury secretary Monday, immediately after winning Senate confirmation of his nomination.
January 26, 2009
Financial Services Roundtable To Ask Feds To Clarify New Lobbying RulesA group that represents large banks and insurers will be asking the Treasury Department to clarify new Troubled Asset Relief Program lobbying rules.
January 26, 2009
Senate Confirms GeithnerTimothy Geithner was sworn in as the nation's 75th Treasury secretary Monday, immediately after winning Senate confirmation of his nomination.
January 16, 2009
Regulators OK Insurer Bank AcquisitionsThe Federal Reserve Board has approved the applications of Hartford Financial Services Group Inc. and Protective Life Corp. to acquire troubled savings and loans.