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.
Big Boomer Decision: Who To Choose For My POA?
By Linda KocoDeciding whom to name as power of attorney, executor and possibly trustee is something that baby boomers are finding they need to do.Guess who is ...
July 07, 2008
Principal Backs Disaster FundAn Iowa insurer is trying to help its home state recover from the recent flooding.Principal Financial Group Inc., Des Moines, Iowa, has pledged $1 million ...
July 01, 2008
Financial jargon confuses AmericansAdvisors know they operate in a sometimes difficult-to-understand industry, with its specialized products and the language that surrounds them. The average American doesn't understand all of the lingo that pervades the financial services
July 01, 2008
Clearing the mental clutterWe receive quantities of financial information that would have been difficult to obtain in decades past; data that is amazing for its diversity and depth. A 20th-century consumer that might have based an investing decision on a newspaper article and
July 01, 2008
TWG Funds Agency Acquisition InitiativeLTC Financial Partners L.L.C. says it has arranged financing it can use to buy other insurance agencies.TWG Capital Inc., Indianapolis, is supplying the financing, according ...
July 01, 2008
With a little help from my friends...The advisors quoted in this two-part article were all very generous in providing insights to help others reach clients from minority backgrounds. I also owe...
July 01, 2008
The Value of Community OutreachThere seems to be a great deal of potential to train more Hispanic, African-American, and other financial advisors who are attuned to the culture of...
July 01, 2008
FPA SpotlightAt its annual conference in Boston this October, the Financial Planning Association will assemble a stellar panel to discuss "Cross-Cultural Financial Planning: Making a Business...