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.
Genworth Sets Share Buyback Goal
By Staff WriterA large financial services company says it may repurchase less stock in 2007 than it repurchased this year.The board of Genworth Financial Inc., Richmond, Va., ...
December 04, 2006
GAO: Consumer Ed Agency Needs Specific GoalsThe federal Financial Literacy and Education Commission has had trouble setting clear performance benchmarks or attracting many telephone hotline calls.Officials at the U.S. Government Accountability ...
December 01, 2006
Panel Explores the Issue of What Clients Really WantA recent consumer panel, showcased during the 11th Semi-Annual CEO Summit hosted by Tiburon Strategic Advisors in San Francisco on Oct. 18 and 19, highlights...
December 01, 2006
The Conference SeasonThe fall is conference season for investment advisors and financial planners, marked this year by two of the biggest annual gatherings held just weeks apart--The...
December 01, 2006
Protecting More Than PensionsLike a snowball rolling downhill, reasons for Congress to clarify and strengthen the U.S. retirement system have been accumulating for the past decade. Along with...
December 01, 2006
Accentuate the PositiveWhile 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...
December 01, 2006
Hope It Wasn't Something I SaidColumnists work in a rather bizarre environment. We periodically cast out our thoughts onto pages and the Internet and the airwaves in the hope that...
November 30, 2006
Re-brand yourself to target core clientsSomeone from the Midwest called me and asked, "how do you actually promote yourself or promote a specific image which you want to be associated with?" This is the $64,000 question. I am very particular about my image and that of my company. That's