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.
Understanding the different types of investors
By Andrew J. ShermanMost investors fall into at least one of three categories: emotional investors, who invest in you out of love or a relationship; strategic investors, who invest in the synergies offered by your business (based primarily on some non-financial objecti
April 21, 2008
Phoenix Reaches Accord To Settle Proxy ContestThe Phoenix Companies, Hartford, is sending a letter dated April 21 announcing an agreement to settle a proxy contest.Under the agreement, promptly following the May ...
April 18, 2008
Ethical standards heightenedTrust remains a sticky issue in the financial services industry. Consumers are leery of many advisors because of things completely outside advisors' realm of control. All an advisor can do is act ethically, do the right thing every time and steer
April 17, 2008
Phoenix Lets Money Manager Name 2 Board MembersA financial services company has negotiated a pact that should end a proxy fight with a major investor.Phoenix Companies Inc., Hartford, and Oliver Press Partners ...
April 17, 2008
Ethical standards heightenedTrust remains a sticky issue in the financial services industry. Consumers are leery of many advisors because of things completely outside advisors' realm of control. All an advisor can do is act ethically, do the right thing every time and steer
April 16, 2008
Survey: Employees Want Financial AdviceAbout 75% of U.S. workers say they are worried about financial matters, and 45% say financial worries are making it harder for them to do ...
April 12, 2008
Join, don't fight, the senior protection movementRegulators and lawmakers are ramping up efforts to protect seniors in response to increasing levels of senior fraud. But rather than view these efforts as yet another regulatory burden, financial services companies should recognize opportunities
April 11, 2008
What do you like best about your financial advisor?I've been with my advisor for almost eight years, and I liked how when I first started seeing her, every product she recommended for me she actually owned herself. She described how the different investments and types of insurance worked for her and