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.
Cetera Taps Frojen as CFO
By Janet LevauxCetera Financial Group, based in El Segundo, Calif., said Tuesday that Jon Frojen joined the firm as its chief financial officer.
October 11, 2010
FinaMetrica’s Got Research: Assessing Risk ToleranceGeoff Davey, co-founder of Sydney, Australia-based FinaMetrica, has been traveling the globe for the past month, and, after the FPA's conference in Denver, will trek back home to Sydney.
October 09, 2010
At FPA Denver, Succession Planning Is Top of MindFinancial Planning Association president Tom Potts opened the organization annual conference in Denver on Saturday by noting the amount of older planners looking to retire and the new infusion of younger individuals entering the business.
October 08, 2010
Genworth Declares Quarterly DividendA northeaster insurer has announced a quarterly dividend for shareholders.
October 07, 2010
Dodd-Frank: AIA Urges Insurers to Pick Up Their PensThe new Financial Stability Oversight Council is asking for comments on the criteria it and other regulators should use when deciding whether the FSOC ought to oversee an insurance company or other nonbank financial company.
October 07, 2010
Investors Expect Privacy, Protection of Financial Information: ING SurveyAccording to a survey commissioned by ING and released Wednesday, nine in 10 think their financial institutions should do more to safeguard their accounts and personal information.
October 06, 2010
IPI Scoops Up Nexity Bank Brokerage BusinessInvestment Professionals Inc. has acquired the bank and financial institution relationships of the wealth management division of Nexity Financial Corp.
October 06, 2010
IPI Scoops Up Nexity Bank Brokerage BusinessInvestment Professionals Inc. has acquired the bank and financial institution relationships of the wealth management division of Nexity Financial Corp.