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.
NAIFA Withdraws Local Association Proposal
By Staff WriterThe National Association of Insurance and Financial Advisors has shelved the idea of letting members decide whether to join local NAIFA chapters.In January, leaders of ...
April 18, 2007
CFP Board Gets New CEOThe 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 11, 2007
CFP Board to March on WashingtonThe CFP Board announced April 11 that it will relocate its headquarters to Washington, DC, over the next few months in a bid to "assert itself more vigorously" in public policy debates.
April 01, 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
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...