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.
Taking the "I" Out of Team
By Staff WriterTony Purpero's enthusiasm for the team advice concept is apparent in his voice when talks about his experiences at Partnervest; the benefits to the client...
September 01, 2008
What NOT to Do in a Bear MarketAs of this writing, the stock market is in turmoil. Major financial institutions are on the brink of collapse, and our country's entire mortgage industry...
August 31, 2008
Chunk it down: Success every 24 hoursSuccess. Many financial advisors go about getting it as if they expect it to be here right now. Yet, success eludes so many. Why? My experience shows me that it's a simple clarity and goal issue.
August 20, 2008
Americans Feel Better About Finances: SurveyAmericans are slightly more optimistic about their own financial situations than they were a couple of months ago, a bimonthly survey finds.Country Insurance & Financial ...
August 01, 2008
AIG Taps Jeff Auld to Head Two FirmsAIG Advisor Group says Jeffrey M. Auld is now president and CEO of AIG Financial Advisors and American General Securities. Auld succeeds James R. Cannon,...
August 01, 2008
You've Got to Have FriendsI read your recent article "With Friends Like These..." (Clark at Large, IA July) with interest. I am not sure what to think about the...
July 31, 2008
Focus on the 'right' objectivesMany financial advisors tell me that they suffer from sleep disorders. I too have experienced disruptive sleep patterns since my childhood. Often, I will wake up at 3 or 4 a.m. and have difficulty getting back to sleep. My mind just will not rest as
July 28, 2008
Christopher P. WhiteChristopher P. White, CLU has been appointed chair of the leadership and management professional interest section for the Society of Financial Service Professionals. He is currently a general agent at Midwest Financial Solutions. He has been a