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.
Managing ethical dilemmas in tough times
By Steven McCartyEverywhere you look today, people are being squeezed economically. Gas is approaching $5.00 per gallon (and may already be there by the time you read this). The cost for food is inflating rapidly. By the time next winter rolls around, people may
July 20, 2008
Big Boomer Decision: Who To Choose For My POA?Deciding whom to name as power of attorney, executor and possibly trustee is something that baby boomers are finding they need to do.Guess who is ...
July 18, 2008
Misunderstanding Mac, Mae and MurphyI'm getting hammered for my fatalistic attitude about the credit and housing crunch. One reader called me a fatalist and a narcissist (of course; that's...
July 15, 2008
Stathis To Head Kehrer-LIMRALIMRA International has named Scott Stathis chief operating officer of Kehrer-LIMRA.Kehrer-LIMRA is the bank brokerage research and consulting arm of LIMRA International, Windsor, Conn.Stathis has ...
July 07, 2008
Principal Backs Disaster FundAn Iowa insurer is trying to help its home state recover from the recent flooding.Principal Financial Group Inc., Des Moines, Iowa, has pledged $1 million ...
July 01, 2008
Financial jargon confuses AmericansAdvisors know they operate in a sometimes difficult-to-understand industry, with its specialized products and the language that surrounds them. The average American doesn't understand all of the lingo that pervades the financial services
July 01, 2008
Clearing the mental clutterWe receive quantities of financial information that would have been difficult to obtain in decades past; data that is amazing for its diversity and depth. A 20th-century consumer that might have based an investing decision on a newspaper article and
July 01, 2008
TWG Funds Agency Acquisition InitiativeLTC Financial Partners L.L.C. says it has arranged financing it can use to buy other insurance agencies.TWG Capital Inc., Indianapolis, is supplying the financing, according ...