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.
Panel Explores the Issue of What Clients Really Want
By Janet LevauxA recent consumer panel, showcased during the 11th Semi-Annual CEO Summit hosted by Tiburon Strategic Advisors in San Francisco on Oct. 18 and 19, highlights...
December 01, 2006
Accentuate the PositiveWhile I am a patriotic American, I'm quite glad that Election Day is over. All those nasty TV commercials running up to the election are...
December 01, 2006
Hope It Wasn't Something I SaidColumnists work in a rather bizarre environment. We periodically cast out our thoughts onto pages and the Internet and the airwaves in the hope that...
November 30, 2006
Re-brand yourself to target core clientsSomeone from the Midwest called me and asked, "how do you actually promote yourself or promote a specific image which you want to be associated with?" This is the $64,000 question. I am very particular about my image and that of my company. That's
November 29, 2006
Disability Insurer Backs Ski EventHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.The 1-week Hartford Ski Spectacular is scheduled ...
November 22, 2006
Looking for New IdeasEstablished by the Financial Planning Association and Janus INTECH to "encourage and showcase new ideas and practical solutions for financial advisors and their clients," The Financial Frontiers Awards are presented each year to authors who organize outstanding research papers dealing with the financial services industry. Research can cover (but is...
November 20, 2006
Johannessen To Lead FPAMark Johannessen will be president-elect of the Financial Planning Association in 2007.Johannessen will take over as president in 2008, according to the FPA, Denver.Johannessen is ...
November 19, 2006
Program Directors Upbeat On Changes At CFP BoardEducational directors of programs leading to the Certified Financial Planner designation breathed a collective sigh of relief following the departure of the CFP Board of ...