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.
It pays to have a plan
By Staff WriterThe value of financial planning is clear as nine out of ten respondents to a new survey say they believe they have clear financial direction...
October 06, 2008
Value of financial advisors51% - Percentage of boomers working with a financial advisor who have rebalanced their portfolio in the past year, compared with 16 percent of...
October 03, 2008
Consumers angered, fearful of economic issuesA recent poll conducted by Gallup and USA Today indicates that 56 percent of Americans say their financial situation has been damaged by the financial crisis of the last two weeks. A further 20 percent say they have been harmed a great deal.
October 01, 2008
The Financial Dignity Bill of Rights"If you had the political willingness ... you could solve the (Social Security) problem in 20 minutes." -- Dr. Alan Greenspan at the MDRT Boomeretirement Summit, April 2007 In light of the continuing concern for
October 01, 2008
Know Your ClientWhen it comes to providing world-class customer service, longevity can help you understand what individual clients need. For instance, as client relationships develop, you will...
October 01, 2008
A Picky EmployerFinancial Finesse has 400 corporate clients and employs six CFPs--whom it compensates via a salary and a bonus. But CEO Liz Davidson stresses that the...
October 01, 2008
Credit-Crisi Fallout and FinancialsFinancials are the home of the country's scariest roller coaster ride. Furious down days are followed by hope filled rallies. The government has tried everything...