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.
AIG To Cut Meetings, Claw Back Executive Comp
By Daniel HaysAmerican International Group Inc. says it is replacing its chief financial officer, canceling 160 events, and seeking to recover more than $40 million in payments ...
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.
October 01, 2008
The Financial Dignity Bill of Rights"If you had the political willingness ... you could solve the (Social Security) problem in 20 minutes." -- Dr. Alan Greenspan at the MDRT Boomeretirement Summit, April 2007 In light of the continuing concern for