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.
Due diligence? Get serious (Part I)
By Steven McCarty"Due diligence." Now that's a quaint term! Since 1933--when Congress passed the Securities Act--financial firms have been conducting research on the companies whose equities they sell. They don't do this out of the
February 26, 2009
Obama, Geithner Hold Overhaul TalksPresident Obama and Treasury Secretary Timothy Geithner today held a closed-door meeting with the chairmen and highest-ranking Republicans on the Senate Banking, Housing and Urban Affairs Committee and the House Financial Services Committee.
February 23, 2009
European Group To EU: When You Make New Rules, Be CarefulThe head of a financial services giant says regulators and legislators should recognize that insurers are different from banks.
February 15, 2009
Using Online Tools To Take Your Practice To The Next Level"The more presence you have on the Internet, the greater is your credibility or 'social proof,'" says Russ Thornton, founder and president of Thornton Wealth Management, LLC, Atlanta, Ga....
February 12, 2009
Happy President's DayThe staff members of National Underwriter and its sister publications want to wish you and your loved ones the happiest possible holiday
February 11, 2009
Treasury: No CPP Money For InsurersInsurers will not be allowed to participate in a major federal government bailout program for financial institutions, but they will get government help with selling troubled assets, a top Treasury official said today.
February 10, 2009
MetLife Updates SiteA large financial services company has refurbished its Web page.