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.
Panel Passes Holocaust Claims Bill
By Matt BradyMembers of the U.S. House Financial Services Committee have passed H.R. 1746, the Holocaust Insurance Accountability Act, by a voice vote.If enacted, the bill would ...
June 03, 2008
MetLife Scoops Up Reverse Mortgage LenderA financial services giant has expanded its ability to help older Americans tap the value of their homes.MetLife Inc., New York, has completed previously announced ...
June 03, 2008
Challenging the resistanceClients who aren't sure about certain aspects of their advisor's plan may be hesitant to follow what may be very good advice. According to Lewis...
June 01, 2008
Planning for Those in Real NeedMillions of people who need sound financial advice cannot afford it, and may not know where to go even if they could pay. Those are...
June 01, 2008
How Will Financial Planning Change?Within 30 years, financial planning will have largely completed its transition from a sales-based approach to an advice-driven professional service. Decades of commoditization of financial...
June 01, 2008
On a MissionKevin Keller celebrated his first year as CEO of the CFP Board of Standards on May 1, 2008. During Keller's first year on the job,...
June 01, 2008
What Will Neuroscience Teach Us About Financial Decision-Making?Well, there is one, or something quite similar. What's more, we all produce it -- right in our own brains. Oxytocin, a feel-good hormone that is...
June 01, 2008
How Will You Help Your Clients?At its best, financial advising is a helping profession. It is not just a service profession. The coming decades will elevate and emphasize the client...