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.
Insurer May Buy Back Stock
By Staff WriterPrudential Financial Inc. says it could spend up to $3.5 billion on buying back shares of common stock in 2008.A year ago, Prudential, Newark, N.J., ...
November 05, 2007
Reese To Lead Examiner GroupDarryl Reese is the new president of the Society of Financial Examiners.Reese has served as the Delaware Insurance Department's chief financial examiner.The SFE, Altamonte Springs, ...
November 01, 2007
Punch up your presentationsSales presentation. Those words, let's face it, strike something like terror in the hearts of too many financial advisors. That's because they find themselves confronted by a basic question. "What do you actually do and say in front of
November 01, 2007
A New Consultative ModelAs the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...
November 01, 2007
Draft PicksThis may be hard to believe, but I can usually gauge whether a financial planning job applicant will make a good employee within the first...
October 31, 2007
Punch up your presentationsSales presentation. Those words, let's face it, strike something like terror in the hearts of too many financial advisors. That's because they find themselves confronted by a basic question. "What do you actually do and say in front of
October 17, 2007
Elder Protection May Offer Advisors A Chance To Shine: TowerGroupPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...