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.
Stifel to Acquire Indiana-based City Financial
By Emily ZulzStifel Financial Corp. will acquire City Financial and its wholly owned subsidiary, independent investment bank City Securities.
September 02, 2016
Why Pro Athletes Squander Their Money; How Advisors Can HelpFormer baseball pro and now CFP Erik Averill says few of his advisor peers have the skills to adequately serve professional athletes.
September 01, 2016
Salesforce Cloud Says New App Will Conquer the ‘Jungle of Data’The new application on the Salesforce Financial Services Cloud is designed to allow advisors to leverage clients analytics and data in one spot.
August 24, 2016
NAIC, industry groups support MetLife in federal caseSeveral insurance industry groups, as well as state regulators, have argued that the FSOC incorrectly labeled MetLife as a Systemically Important Financial Institution.
August 18, 2016
FSOC seeks prompt arguments in MetLife caseThe government today renewed its call for prompt oral arguments in the case involving its designation of MetLife as a systemically important financial institution (SIFI).
August 18, 2016
FSOC seeks prompt arguments in MetLife caseThe government today renewed its call for prompt oral arguments in the case involving its designation of MetLife as a systemically important financial institution (SIFI).
August 10, 2016
Cetera BD Adds President for Robo-PushAs president of Cetera Financial Institutions, LeAnn Rummel will be in charge of efforts to offer robo-advice to banks and credit unions.
August 08, 2016
Barclays to Pay $100 Million Over State Libor ProbesBarclays agreed to pay $100 million to 44 U.S. states to resolve an investigation into interest-rate manipulation by the bank.