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.
CFP Board Gets New CEO
By Melanie WaddellThe CFP Board has a new CEO. Effective May 1, Kevin Keller will replace Don Tharpe, who has served as interim CEO since November 2006.
April 01, 2007
Stepfathers and SonsThese days, the "father" role in many households is filled by a stepfather. It's hard to generalize about the influence of these men on their...
April 01, 2007
The CFP Board's Giant Step ForwardOn march 9, the CFP Board of Standards released the Second Exposure Draft of proposed revisions to its Standards of Professional Conduct. As I've been...
April 01, 2007
Like Money In The BankThe financial services industry has recently come under some harsh and unwelcome glare in light of the ongoing collapse of the subprime mortgage lending sector....
April 01, 2007
CFP Standards RevisionIt's amazing what a few months of calm and careful deliberation and a willingness to listen to the opinions of others can accomplish. After unleashing...
March 31, 2007
Getting seniors to callOne of the best ways to begin attracting more ideal senior clients is to become known as a financial expert who is "senior-friendly." While there is certainly no shortage of financial advisors for seniors to choose from today, I have discovered that
March 26, 2007
LTC Insurer Moves Ahead With Accounting EffortPenn Treaty American Corp. has filed audited financial statements and a Form 10-K for the period ended Dec. 31, 2005.Penn Treaty, Allentown, Pa., a long ...