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.
Forecasters: Government Bailouts Could Backfire
By Daniel HaysMassive efforts to support troubled financial institutions might end up increasing instability, by affecting the "precarious fiscal positions" of the United States and other countries.The ...
January 07, 2009
Affluent investors' net worth declines; many unhappy with financial advisor2010 is a long - very long - time from now for the mass of investors who took a huge financial hit in 2008. Experts...
January 06, 2009
Ameriprise Makes Equity AwardsA financial services company has given a stake in its performance to 641 employees at 3 newly acquired businesses.Ameriprise Financial Inc., Minneapolis, says it has ...
January 05, 2009
CFP Board seeks comment on proposed revisions to its disciplinary rules and proceduresCertified Financial Planner Board of Standards, Inc. (CFP Board) is soliciting public comment on proposed revisions to its Disciplinary Rules and Procedures (Disciplinary Rules). The...
January 05, 2009
Americans still seek out investment advice, survey findsIt's not a landslide majority, but more than half (55 percent) of respondents to TD Ameritrade's recent survey say they could use advice from their...
January 02, 2009
Nationwide Completes Subsidiary Spin-InNationwide Mutual Insurance Company has completed previously announced plans to acquire all outstanding common shares of Nationwide Financial Services Inc.Nationwide, Columbus, Ohio, made good on ...
January 01, 2009
The three "W"s of every new yearAs we mark the beginning of another new year, we should use this time as one of reflection and change. As we review the past year and embrace a new one, there is no better time for advisors to encourage clients to re-examine their financial plans.
January 01, 2009
Focus on FinancialsNo doubt about it: 2008 was a bad year for financial services stocks. The S&P 500 financial services index registered a 60% downturn through December...