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.
What Is a Financial Advisor?
By Mike PattonI know this blog is supposed to chronicle my journey to independence, but there has been a question rolling around in my gray matter for...
October 01, 2007
Separate but EqualParents often try to "equalize" distributions to avoid upsetting their children, but you may be able to suggest a different solution that will be more...
October 01, 2007
A Robust FPA CelebratesOnly days after he testified at the Senate Special Committee on Aging on the duties of financial advice givers, Financial Planning Association President Nicholas Nicolette...
October 01, 2007
Birds of a FeatherThere's a tendency among small businesspeople who share the same interests to come together for fellowship, networking, and to gain the economies of scale, for...
September 28, 2007
Personnel Change: Equitable, Allstate, OthersAXA Equitable Life Insurance Company has hired William McDermott to be executive vice president of corporate markets.McDermott previously was executive vice president of large corporate ...
September 25, 2007
Northern WreckThe ongoing fallout from the subprime mortgage calamity in the United States may strike the United Kingdom quite hard, some observers believe. The Bank of England's recent surprise agreement to provide emergency bailout funding for troubled U.K. mortgage lender Northern Rock may only be a harbinger of things to come.
September 17, 2007
Researchers Map Financial Generation GapMany U.S. families may need help talking about their finances.Researchers at Ameriprise Financial Inc., Minneapolis, talk about financial communications weaknesses in a report on a ...
September 11, 2007
NFP To Scoop Up Disability MGUNational Financial Partners Corp. has agreed to buy the assets of Pro Financial Services Inc., a managing general underwriter that provides high-limit disability insurance for ...