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.
The Zen of a Successful Practice
By Bob Clark, Bob ClarkAs you undoubtedly know better than I, there's a growing army of consultants offering to help advisors with everything from recruiting to branding to client...
February 01, 2007
Catching up with... Lew AltfestA major topic of discussion among advisors is how to achieve recognition for financial planners as professionals on a par with accountants and lawyers. Lew...
February 01, 2007
An Anniversary, Texas StyleThe financial planning program has a long history at Texas Tech University in Lubbock, where Deena Katz plies her trade these days. It was one...
February 01, 2007
The Virtue of ImpatienceThere are multiple legitimate business models in the independent advisory world, and by listening to you and observing your activities and priorities, it's clear that...
February 01, 2007
February 2007Ann Combs, former Assistant Secretary of Labor and head of the Employee Benefits Security Administration (EBSA) from 2001 to 2006, will join Vanguard this month....
January 21, 2007
Advisors Save Time, Learn More With Web-Based TrainingIn 2003, my company faced a critical challenge: how to effectively deliver training to a nationwide field force. The solution, we found, lay in supplementing ...
January 18, 2007
Consulting Firm Adds ProgramWard Financial Group Inc. is offering a new benchmarking service for insurance companies' underwriting and servicing operations.Ward, Cincinnati, says the service will analyze expense and ...
January 16, 2007
Symetra Financial Teams With Mesirow Financial to Improve Choice and Flexibility in Small Business 401(k) PlansJan. 16, 2007 Symetra Financial and Mesirow Financial, Bellevue, Wash., has announced an agreement to offer small businesses more choice and flexibility for employer-sponsored 401(k) plans. The partnership will greatly expand the number of mutual