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.
The three "W"s of every new year
By Philip E. HarrimanAs 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.
December 25, 2008
The bridge to inquiryGiven recent headlines, prospects are understandably skeptical of any financial professional, and trust among the general public of the industry as a whole is at...
December 25, 2008
The year in regretWhen trailing 12 months of misery are capped with the most respected name in high finance revealed to be nothing more than a lowly crook,...
December 22, 2008
Tony TorresTony Torres has been named senior vice president of financial services for Forethought Financial Group. He has over 35 years experience in commercial lending.
December 19, 2008
Despite financial crisis, high-net-worth investors aren't contacting advisorsNew research suggests high-net-worth investors are taking little action despite the financial crisis; they are simply trying to ride out storm - minus any advice...
December 17, 2008
Manulife Unit Updates LTC Producer SiteJohn Hancock Long-Term Care will be letting financial professionals create detailed Web profiles.
December 10, 2008
FPA Develops Compliance GuidesThe Financial Planning Association has released checklists that can help financial planners comply with the new CFP Board Standards of Conduct.
December 10, 2008
Banks Amend NFP Credit AgreementNational Financial Partners Corp. says its lenders have agreed to change the maximum consolidated leverage ratio requirements.