Behavioral finance suggests investors are often irrational when it comes to money. Some financial advisors are having great success incorporating the principles of behavioral finance with clients.
Richard Aneser has been hired by Lincoln Financial Distributors to serve as chief marketing officer, a newly created position. He joins from UBS, where he served as managing director and head of advisory and solutions marketing and Wealth...
Commonwealth Financial Network snagged the top spot for the second time in a row in J.D. Power and Associates’ 2012 U.S. Financial Advisor Satisfaction Study, with an overall satisfaction score of 917 out of 1,000.
It has long been debated in this industry whether commission-based advisors are doing what’s in the best interest of their clients, or simply piling them into the investments that gives them the most fees.
Moving beyond the hype and regulatory angst, financial advisors are landing new clients via social media, according to Registered Rep.’s latest research.
Former Merrill Lynch/Bank of America advisor Eva Weinberg is accused of helping steal $2.2 million from NFL player Dwight Freeney, according to a federal complaint.
As financial advisors, attorneys, CPAs and estate planning practitioners, we know that the keys to a successful financial future are setting goals and planning. In fact, our businesses depend on guiding individuals and families to help them create...
About a year ago, Kevin Graham, an advisor with Princeton, N.J.-based Princeton Retirement Planning, teamed up with Jose Selaya, a CPA in Elizabeth, N.J. Selaya had been Graham’s personal accountant for over 20 years, and one day Graham...
