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.
BYOP
By Linda KocoAre financial advisors practicing what they preach?As you know, the Dow dropped to just above 10,000 in mid-April--well below the early March high of ...
April 01, 2005
Community Bank Brokerage Business PlummetsSmall and midsize banks say average gross brokerage revenue produced by their financial advisors fell 24% in January.[@@]Community banks averaged $21,880 in trail commissions, ...
April 01, 2005
and Now for Something Completely DifferentWhen it comes to software for advisors, there always seems to be another company emerging with a new problem-solving piece of software. It's not uncommon...
April 01, 2005
The Dale Brown GambitIndependent broker/dealers have always posed a conundrum for me. In my past life as editor of this magazine, I've given many awards for excellence to...
April 01, 2005
In the PipelineFor advisors, one of the most ballyhooed promises of the dot-com era has failed to materialize--account aggregation has not made significant headway. If you remember...
March 30, 2005
S&P Cuts AIG RatingsAmerican International Group Inc., New York, has lost its AAA long-term counterparty credit and senior debt ratings from Standard & Poor's Ratings Services.[@@]The New ...
March 30, 2005
Are You Getting What You Need From Your Brokerage Relationship?By David A. MacchiaIs your brokerage general agency (BGA) providing you with the tools and strategies you need to attract more clients and increase your ...
March 29, 2005
Greenberg To Quit As AIG ChairMaurice Greenberg, the head of American International Group Inc., New York, for nearly 40 years, has notified AIG in a letter that he will ...