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.
Elder Protection May Offer Advisors A Chance To Shine: TowerGroup
By Trevor ThomasPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...
October 15, 2007
Lincoln Calls On You To Advise YouAn insurer is trying to help potential customers get in touch with their future selves.Lincoln National Corp., Philadelphia, says its new "Hello future" television ads ...
October 10, 2007
Analyst Ponders A Canadian Insurer's Shopping ListThe Financial Post of Toronto quotes a market watcher who thinks Manulife Financial Corp. is ready to make another deal for a U.S. insurer.Manulife, Toronto, ...
October 10, 2007
What Is a Financial Advisor?I know this blog is supposed to chronicle my journey to independence, but there has been a question rolling around in my gray matter for...
October 07, 2007
Professional Designations: The Ethical IssuesThe various actions being taken to address advisor use of financial designations with seniors are bringing the issues of aging and ethics to the forefront. ...
October 07, 2007
Professional Designations: The Ethical IssuesThe various actions being taken to address advisor use of financial designations with seniors are bringing the issues of aging and ethics to the forefront. ...
October 01, 2007
Separate but EqualParents often try to "equalize" distributions to avoid upsetting their children, but you may be able to suggest a different solution that will be more...
October 01, 2007
A Robust FPA CelebratesOnly days after he testified at the Senate Special Committee on Aging on the duties of financial advice givers, Financial Planning Association President Nicholas Nicolette...