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.
Despite financial crisis, high-net-worth investors aren't contacting advisors
By Staff WriterNew research suggests high-net-worth investors are taking little action despite the financial crisis; they are simply trying to ride out storm - minus any advice...
December 10, 2008
Banks Amend NFP Credit AgreementNational Financial Partners Corp. says its lenders have agreed to change the maximum consolidated leverage ratio requirements.
December 10, 2008
Unum Replaces Credit FacilityA disability insurer says it has obtained a new, unsecured, $250 million revolving credit line.
December 10, 2008
Advisors want both independence and traditional support, study showsAdvisors say they prefer a combination of independent broker/dealer traditional career. A survey of more than 1,000 financial representatives conducted for John Hancock Financial Network...
December 09, 2008
Planning Groups Flex Lobbying MuscleAnticipating reform of the financial services industry during the 111th Congress, the leaders of three of the top financial planning organizations
December 08, 2008
High Court To Review Age CaseThe U.S. Supreme Court says it will review an appeals court decision involving a suit by a man who has accused a financial services company of age discrimination.
December 08, 2008
Bleak Employment Picture for Financial ServicesThe headlines for December 5th's Labor Department Payroll Survey trumpeted a decline of 533,000 jobs in November 2008
December 01, 2008
Senior communities consider lifting age restrictionsVacancy rates are rising fast within senior communities nationwide amidst an unparalleled financial crisis. "From Florida to Arizona, condos are sitting idle as potential buyers...