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.
Panel Asks AIG For Derivatives Unit Records
By Arthur D. PostalThe House Oversight and Government Reform Committee is seeking documents relating to the activities of the American International Group Inc. financial products subsidiary.Rep. Henry Waxman, ...
October 09, 2008
WELLS-WACHOVIA MERGER LIKELY; CITI BOWS OUT (OCT. 9, 2008)Citi announced on October 9 that it had reached no agreement with Wells Fargo following several days of discussions about matters related to Wachovia. The dramatic differences in the parties' transact
October 07, 2008
Jon A. BosciaJon A. Boscia will join Sun Life Financial as president. Prior to joining SunLife he served as chief executive officer at Lincoln Financial Group for 10 years.
October 07, 2008
It pays to have a planThe value of financial planning is clear as nine out of ten respondents to a new survey say they believe they have clear financial direction...
October 07, 2008
NAVA: Producers Split On Consumer AssuranceA survey finds financial advisors had mixed views of how the current financial crisis will affect consumer confidence over the next 12 months.NAVA, Reston, Va., ...
October 07, 2008
NAVA: Producers Split On Consumer AssuranceA survey finds financial advisors had mixed views of how the current financial crisis will affect consumer confidence over the next 12 months.NAVA, Reston, Va., ...
October 06, 2008
Value of financial advisors51% - Percentage of boomers working with a financial advisor who have rebalanced their portfolio in the past year, compared with 16 percent of...
October 03, 2008
Consumers angered, fearful of economic issuesA recent poll conducted by Gallup and USA Today indicates that 56 percent of Americans say their financial situation has been damaged by the financial crisis of the last two weeks. A further 20 percent say they have been harmed a great deal.