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.
FPA Develops Compliance Guides
By Staff WriterThe Financial Planning Association has released checklists that can help financial planners comply with the new CFP Board Standards of Conduct.
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...
December 01, 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.
December 01, 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.