Practice

Trust in financial industry declines: survey

It probably comes as no surprise that the financial crisis triggered by the collapse of Lehman Brothers and AIG led to a collapse of consumer trust in the financial industry as well.

March 29, 2012

2 min read

Compliance, social media can co-exist

When a whole 45-minute session at a compliance conference is committed to the use of social media in the financial services industry, it’s a sign that saying “no” to social media is no longer an option for advisory firms.

By Vikram Barhat |March 23, 2012

3 min read

Emotional nuances can impact investments

New findings in the burgeoning field of Neuroeconomics confirm emotions play a huge role in how people invest. Advisors look for extreme highs and lows in clients’ lives, studies suggest more subtle everyday emotions can also impact investment decisions.

By Lisa Kramer as told to Brynna Leslie |March 22, 2012

3 min read

Now there’s an app to track your app

Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an RESP? Check. It was only a matter of time insurance industry got one of their own.

By Vikram Barhat |March 16, 2012

1 min read