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.
Keeping it all in the family
By Philip E. HarrimanSilence is not always golden. Certain conversations between generations often are avoided because of the possible tension created by topics many consider inappropriate or difficult. It is in these situations that an open and honest dialogue is
April 30, 2007
NAIFA Withdraws Local Association ProposalThe National Association of Insurance and Financial Advisors has shelved the idea of letting members decide whether to join local NAIFA chapters.In January, leaders of ...
April 30, 2007
Keeping it all in the familySilence is not always golden. Certain conversations between generations often are avoided because of the possible tension created by topics many consider inappropriate or difficult. It is in these situations that an open and honest dialogue is
April 27, 2007
The IA 25 for 2007Investment Advisor magazine, the leading publication for independent investment advisors and financial planners, today announced the fifth annual IA 25--the most influential people in and...
April 18, 2007
CFP Board Gets New CEOThe CFP Board has a new CEO. Effective May 1, Kevin Keller will replace Don Tharpe, who has served as interim CEO since November 2006.
April 11, 2007
CFP Board to March on WashingtonThe CFP Board announced April 11 that it will relocate its headquarters to Washington, DC, over the next few months in a bid to "assert itself more vigorously" in public policy debates.
April 01, 2007
Getting seniors to callOne of the best ways to begin attracting more ideal senior clients is to become known as a financial expert who is "senior-friendly." While there is certainly no shortage of financial advisors for seniors to choose from today, I have discovered that
April 01, 2007
Stepfathers and SonsThese days, the "father" role in many households is filled by a stepfather. It's hard to generalize about the influence of these men on their...