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.
For Couples In Second Marriages, Long Term Care Planning Is Vital
By Vivian P. GalloAccording to U. S. Census Bureau statistics, an increasing number of Americans are divorced, remarried or living as domestic partners.
December 01, 2008
Securian Closes On Capital FinancialA financial services company has completed the process of acquiring a large broker-dealer.Securian Financial Group, a unit of Minnesota Mutual Insurance Company, St. Paul, Minn., ...
December 01, 2008
Financials: Close to Bottoming?Congratulations to Citigroup's executive management for convincing the U.S. government to give it $20 billion in fresh capital and guaranteeing $306 billion in toxic assets....
December 01, 2008
Crisis ManagementIn 1973, when Henry Kissinger was secretary of state, he said: "Next week there can't be any crisis. My schedule is already full." The time to...
November 30, 2008
For Couples In Second Marriages, Long Term Care Planning Is VitalAccording to U. S. Census Bureau statistics, an increasing number of Americans are divorced, remarried or living as domestic partners.
November 30, 2008
Gloom or boom?Ok, let's not sugarcoat it -- the economy stinks. The stock market has been a runaway rollercoaster with more yips than hoorays. Employment is down. Consumer confidence is at historical lows. The mortgage business is in shambles.
November 27, 2008
The Thanksgiving of our discontentThe pretentious headline isn't mine. It comes from an editorial in a small town newspaper I read last Thanksgiving, before it all went to hell....
November 25, 2008
FRC: Financial Marketing Budgets May ShrinkThe economic crisis will hurt many financial services companies' marketing budgets, consultants predict.Roughly two-thirds of investment management company marketing executives surveyed expect 2009 marketing budget ...