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.
Americans still seek out investment advice, survey finds
By Staff WriterIt's not a landslide majority, but more than half (55 percent) of respondents to TD Ameritrade's recent survey say they could use advice from their...
January 01, 2009
Focus on FinancialsNo doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December...
December 31, 2008
The three "W"s of every new yearAs we mark the beginning of another new year, we should use this time as one of reflection and change. As we review the past year and embrace a new one, there is no better time for advisors to encourage clients to re-examine their financial plans.
December 26, 2008
AIG Sells More CDOsMaiden Lane III L.L.C. has bought $16 billion in collateralized debt obligations from American International Group Inc.
December 26, 2008
AIG Sells More CDOsMaiden Lane III L.L.C. has bought $16 billion in collateralized debt obligations from American International Group Inc.
December 25, 2008
The bridge to inquiryGiven recent headlines, prospects are understandably skeptical of any financial professional, and trust among the general public of the industry as a whole is at...
December 25, 2008
The year in regretWhen trailing 12 months of misery are capped with the most respected name in high finance revealed to be nothing more than a lowly crook,...
December 22, 2008
Tony TorresTony Torres has been named senior vice president of financial services for Forethought Financial Group. He has over 35 years experience in commercial lending.