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.
Manulife Financial Acquires Wellington West Financial
By Michael K. StanleyManulife Financial and its Canadian dealer, Manulife Securities, hope that its acquisition of Wellington West Financial Services Inc., a dealership registered with the Mutual Funds Dealers Association from National Bank Financial Group, will propel it to being one of Canadas premier investment firms.
August 31, 2012
How do you develop your customer base?Anjan Malik, co-founder and director of eClerx, knows a thing or two about customer relationships.
August 29, 2012
‘Where Did My $35,000 Go?’— Advisors Face Identity Fraud RiskThieves are starting to reach out to their victims financial advisor and request a wire transfer of thousands of dollars, says Jean Chatzky in a This Week in Your Wallet column.
August 29, 2012
‘What Do You Do for a Living?’Dont waste an opportunity to share specifically what it is you do.
August 28, 2012
Asset Marketing Systems Names New CEOMike Botkin will succeed Les Durland as CEO effective immediately. Durland will continue as CEO of Madison Avenue Securities.
August 28, 2012
Financial advisers tricked to help steal from clientsCriminals are using a low-tech way to gain access to investor accounts managed by financial planners.
August 24, 2012
Tech Talk: Commonwealth, Raymond James Roll Out New Software Tools for RepsThe new programs focus on daily trading operations as well as financial planning, the firms say.
August 17, 2012
Survey: Most Seniors Are Vulnerable to Investment Fraud and ExploitationAbout two-thirds of the experts surveyed deal with elderly victims of investment fraud/financial exploitation. Three out of four experts said that such swindles are a very serious problem in America today.