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.
Accentuate the Positive
By Staff WriterWhile I am a patriotic American, I'm quite glad that Election Day is over. All those nasty TV commercials running up to the election are...
November 29, 2006
Disability Insurer Backs Ski EventHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.The 1-week Hartford Ski Spectacular is scheduled ...
November 22, 2006
Looking for New IdeasEstablished by the Financial Planning Association and Janus INTECH to "encourage and showcase new ideas and practical solutions for financial advisors and their clients," The Financial Frontiers Awards are presented each year to authors who organize outstanding research papers dealing with the financial services industry. Research can cover (but is...
November 20, 2006
Johannessen To Lead FPAMark Johannessen will be president-elect of the Financial Planning Association in 2007.Johannessen will take over as president in 2008, according to the FPA, Denver.Johannessen is ...
November 19, 2006
Program Directors Upbeat On Changes At CFP BoardEducational directors of programs leading to the Certified Financial Planner designation breathed a collective sigh of relief following the departure of the CFP Board of ...
November 08, 2006
FPA Supports Credential MoveThe Financial Planning Association has endorsed efforts by the Massachusetts Securities Division to regulate use of professional designations.The FPA, Denver, represents holders of a variety ...
November 08, 2006
SEC Announces Shelf Space SettlementFederal regulators have imposed $55 million in penalties on mutual fund and variable annuity units of a large financial services company.The U.S. Securities and Exchange ...
November 01, 2006
Tell Us How You Really FeelI read your article "Board to Death: Reloaded," (Bob Clark's monthly column, Clark at Large) in the September 2006 issue, and am not really sure...