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.
Affluent Boomers Value Financial Advisors
By Trevor ThomasAt a time when individuals face uncertain protection of their financial security from employee benefits, Social Security and Medicare, affluent boomers are looking to ...
July 01, 2005
Looking BackRobert F. Keane's cover story this month explores how the science of behavioral finance can be applied to investment advice. In the November 1999 cover...
July 01, 2005
Advice to the MassesFinancial Finesse is blazing a trail as the first full-service financial education firm providing unbiased advice to its client companies' employees on everything from retirement...
July 01, 2005
All In Your HeadAlbert Einstein once reportedly said, "Only two things are infinite, the universe and human stupidity, and I'm not sure about the former." While the great...
July 01, 2005
Rebels Without a CauseIt's always dangerous to ask a writer what he thinks about anything. You're likely to hear something you don't want to, for longer than you...
June 29, 2005
Wavering Client CaptionWavering Client CaptionWhen a prospective client's reaction to a proposed financial plan is thumbs down, a planner needs to consider the reasons for the ...
June 29, 2005
Ohio Bank To Use Jackson-National B-DFirstMerit Corp. has agreed to put Invest Financial Corp. in charge of its broker-dealer operations.[@@]FirstMerit, Akron, Ohio, a bank holding company with $10 billion ...
June 29, 2005
Appeals Court Kills Parts Of California Privacy LawThe 9th Circuit Court of Appeals has reversed a lower court ruling and held that portions of a strong California privacy law are preempted ...