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.
Transamerica Extends Sponsorship Of Golfer
By Staff WriterA financial services company will be backing a well-known athlete for at least 5 more years.Transamerica, Cedar Rapids, Iowa, and its parent, AEGON N.V., The ...
October 10, 2007
What Is a Financial Advisor?I know this blog is supposed to chronicle my journey to independence, but there has been a question rolling around in my gray matter for...
October 07, 2007
Professional Designations: The Ethical IssuesThe various actions being taken to address advisor use of financial designations with seniors are bringing the issues of aging and ethics to the forefront. ...
October 07, 2007
Professional Designations: The Ethical IssuesThe various actions being taken to address advisor use of financial designations with seniors are bringing the issues of aging and ethics to the forefront. ...
October 01, 2007
Separate but EqualParents often try to "equalize" distributions to avoid upsetting their children, but you may be able to suggest a different solution that will be more...
October 01, 2007
A Robust FPA CelebratesOnly days after he testified at the Senate Special Committee on Aging on the duties of financial advice givers, Financial Planning Association President Nicholas Nicolette...
October 01, 2007
Birds of a FeatherThere's a tendency among small businesspeople who share the same interests to come together for fellowship, networking, and to gain the economies of scale, for...
September 28, 2007
Personnel Change: Equitable, Allstate, OthersAXA Equitable Life Insurance Company has hired William McDermott to be executive vice president of corporate markets.McDermott previously was executive vice president of large corporate ...