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.
How Soon We Forget
By Jack BoboAt the recent National Association of Insurance and Financial Advisors convention, NAIFA CEO David Woods delivered a very somber report regarding the future of the ...
September 28, 2006
Banking Bill Tinkers With Marketing LimitsMembers of the House of Representatives voted 417-0 Wednesday to pass S. 2856, a bank regulation bill.Little of the bill appears to deal directly with ...
September 27, 2006
M Financial Renews McCamish TiesA financial services marketing consortium is sticking with a support services vendor.M Financial Group, Portland, Ore., has agreed to extend its current support services contract ...
September 27, 2006
Retiring Without FearA large number of retirees and pre-retirees that are materially comfortable in their working lives are not afraid to retire, a new research report released by the Financial Research Corporation (FRC) states. In order to reach out to them and make them aware of the full implications of living retired...
September 27, 2006
Communities Skimp On Senior Support ServicesMany cities and towns are failing to support the kinds of simple, relatively cheap programs that could help older Americans avoid using formal long term ...
September 25, 2006
CFO To Lead HR SubsidiaryMarsh & McLennan Companies Inc. is putting a veteran of corporate turbulence in charge of its Mercer Human Resource Consulting unit.Marsh & McLennan has promoted ...
September 01, 2006
Simple, Not SimplisticI just finished reading your "High Definition" article in the August issue of Investment Advisor--thank you! This is probably one of the best marketing articles...
September 01, 2006
Questions Great Financial Advisors AskWe all know it: Modern day financial advising isn't about transactions, sales pitches and reeling in clients. Rather, it's about understanding clients' financial needs, and...