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.
8 in 10 Americans Feel in Control of Their Finances: Survey
By Michael S. FischerResearch from Edward Jones has found the pandemic prompted many Americans to revamp their financial strategies.
January 20, 2021
Advisor Group, Cetera Outlooks Upgraded to Stable: Moody'sMoody's cited Advisor Group's handling of the Ladenburg Thalmann integration as a positive.
January 20, 2021
LPL Nabs Microsoft Exec to Lead Advisor SolutionsEd Fandrey will be based in San Diego and report to President & CEO Dan Arnold.
January 14, 2021
eMoney Rolls Out Financial Planning and Wellness App: Tech RoundupAlso, Broadridge teams with AI firm Fligoo to develop predictive analytics software and DPL raises $26 million.
January 13, 2021
Cetera Buys $4B Affiliated Firm"Cetera is a ready buyer" of advisors' businesses, as well as large enterprises and super OSJs, says CEO Adam Antoniades.
January 11, 2021
FBL Financial 'Go' for Deal With Sister CompanyManagers say low interest rates and increased annuity withdrawals are likely to pinch 2021 earnings.
January 11, 2021
$435M Team Ditches Merrill for Sanctuary WealthThe move comes as Merrill is closing its offices in the Ohio city where the team is based, Sanctuary says.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.