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.
How To Be A Coach To Your Clients
By Stan Hustad"This is really working well," he said to me. "Do you think I could do something like this with my clients?" He was a new ...
March 01, 2008
The Sandwich GenerationMany boomers are welcoming (if that's the right word) their 20- and 30-something children back home, sacrificing their own financial security and emotional health to...
March 01, 2008
Group ThinkFinancial Services Institute (FSI) announced it ended 2007 with more than 12,600 active financial advisor members, a 141% increase over 2006. In 2007, FSI added...
February 29, 2008
A boomer marketing starter kitWhen two lamps appeared in the steeple of the Old North Church to indicate the British were coming by sea, tradition says, Paul Revere went tearing through the roads outside of Boston shouting "The British are coming," and the situation was dire.
February 26, 2008
All 5 Convicted For AIG-Gen Re DealFive former insurance executives with General Reinsurance and American International Group were found guilty by a federal jury today of all charges stemming from an ...
February 25, 2008
Lincoln Distribution Arm Adopts Sales Analysis SoftwareLincoln Financial Distributors Inc. has adopted new software to help it analyze the needs of its financial advisor clients.SPSS Inc., Chicago, says Lincoln Financial has ...
February 25, 2008
Lincoln Distribution Arm Adopts Sales Analysis SoftwareLincoln Financial Distributors Inc. has adopted new software to help it analyze the needs of its financial advisor clients.SPSS Inc., Chicago, says Lincoln Financial has ...
February 19, 2008
Joint Money-Management Can Boost Leisure Pleasure: StudyResearch among older couples finds 36% reported that one spouse is the dominant financial manager.The study of pre-retirees and retirees, conducted jointly by the Hartford ...