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.
Curtis Takes Reins At IMSA
By Staff WriterScott Curtis is the new chairman of the Insurance Marketplace Standards Association.Curtis is a senior vice president at Raymond James Financial Inc., St. Petersburg, Fla., ...
November 01, 2008
BD Briefs NEWS & PRODUCTSRaymond James Financial ranked highest in employee advisor satisfaction among financial investment firms in a tie with Edward Jones, according to the J.D. Power and...
November 01, 2008
A Tale of Two CitiesAt a time when investor confidence has been shaken by the almost daily news of unprecedented bailouts, bankruptcies, nationalizations, and stock markets that seemed to...
November 01, 2008
Ameriprise, TD Ameritrade Move to Protect ClientsAmeriprise Financial is committing up to $33 million to protect clients who have invested in the Primary Fund, a money market mutual fund managed by...
November 01, 2008
The Green ThingGreen has always been the favorite color of financial advisors. Back in the early 1800s, when I was studying for my Series 7 exam, visions...
November 01, 2008
Blueprint for SuccessWhen I was the chief marketing officer for an investment company, an up-and-coming manager requested an interview to pick my brain and get to know...
October 31, 2008
Accounting Board: You CAN Use JudgmentAn advisory panel at the International Association Standards Board says company managers and auditors should feel free to use their judgment when valuing financial instruments ...
October 30, 2008
Changing of the guardBy this time next week, we should know who's taking over as U.S. president. How do you see the election panning out? Who has the...