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.
Planning (And Not Selling) Your Way To Success
By William BellWhile the financial services industry is old, one of its children, "financial planning," is quite young--a teenager, in fact. And, the business of financial planning ...
June 26, 2008
Panel Passes Holocaust Claims BillMembers of the U.S. House Financial Services Committee have passed H.R. 1746, the Holocaust Insurance Accountability Act, by a voice vote.If enacted, the bill would ...
June 11, 2008
Hartford To Buy Back SharesA financial services giant will be spending about $1.5 billion to repurchase stock.Hartford Financial Services Group Inc., Hartford, says it has entered into an agreement ...
June 10, 2008
Hartford Backs Disabled Veterans SeminarA group disability insurer is supporting a program designed for service members who have suffered serious injuries in Afghanistan and Iraq.Hartford Financial Services Group Inc., ...
June 03, 2008
MetLife Scoops Up Reverse Mortgage LenderA financial services giant has expanded its ability to help older Americans tap the value of their homes.MetLife Inc., New York, has completed previously announced ...
June 03, 2008
Challenging the resistanceClients who aren't sure about certain aspects of their advisor's plan may be hesitant to follow what may be very good advice. According to Lewis...
June 01, 2008
Planning for Those in Real NeedMillions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are...
June 01, 2008
How Will Financial Planning Change?Within 30 years, financial planning will have largely completed its transition from a sales-based approach to an advice-driven professional service. Decades of commoditization of financial...