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.
Mr. Keller Goes to Washington
By Bob Clark, Bob ClarkFor 15 years or more, I've been trying to figure out what is wrong with CFP Board; why every few years they seem to come...
May 31, 2007
BOLI Firm Joins Marketing ConsortiumCorrigan & Company has become a provisional member of M Financial Group.Corrigan, Santa Barbara, Calif., is an executive benefits firm that specializes in the sale ...
May 23, 2007
Professional Senior Designations Under Fire In Mass.Massachusetts' Securities Division has adopted new rules restricting financial advisors from citing credentials suggesting they have special expertise in the financial needs of seniors.The rules, ...
May 23, 2007
Professional Senior Designations Under Fire In Mass.Massachusetts' Securities Division has adopted new rules restricting financial advisors from citing credentials suggesting they have special expertise in the financial needs of seniors.The rules, ...
May 18, 2007
Writing Financial Plans; Creating a Marketing KitThis past week I presented my first financial plan as an independent. I analyzed several scenarios to determine the proper course of action for the...
May 01, 2007
Keeping it all in the familySilence is not always golden. Certain conversations between generations often are avoided because of the possible tension created by topics many consider inappropriate or difficult. It is in these situations that an open and honest dialogue is
May 01, 2007
Group ThinkLori Richards, director of the SEC's Office of Compliance Inspections and Examinations (OCIE), announced April 16 the release of an online compliance tool, called the...
May 01, 2007
We Win, Sort OfOkay, so the FPA's lawsuit against the SEC was a win/win from the start. But it wasn't just a win/win, it was a WIN/win, and...