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.
New Tool from Principal Financial Group Helps Build Personalized Roadmap to Financial Security
By staff WriterEmployees overwhelmed by difficult benefit choices and complex financial decisions, now have a new tool to put them on track, the Principal Financial Group, Des Moines, Iowa, has announced. My Principal Edge Milestones is an interactive program that
May 01, 2008
Whither Client Loyalty?Are you certain that your clients will follow you where'er you roam? According to new research by Spectrem Group, clients may not be as steadfast...
May 01, 2008
Embracing Change on Our Own TermsIn Washington there is one constant: Change. Though change is not always comfortable inside the Beltway, the reactions of those affected are mostly the same,...
April 21, 2008
Phoenix Reaches Accord To Settle Proxy ContestThe Phoenix Companies, Hartford, is sending a letter dated April 21 announcing an agreement to settle a proxy contest.Under the agreement, promptly following the May ...
April 18, 2008
Ethical standards heightenedTrust remains a sticky issue in the financial services industry. Consumers are leery of many advisors because of things completely outside advisors' realm of control. All an advisor can do is act ethically, do the right thing every time and steer
April 17, 2008
Phoenix Lets Money Manager Name 2 Board MembersA financial services company has negotiated a pact that should end a proxy fight with a major investor.Phoenix Companies Inc., Hartford, and Oliver Press Partners ...
April 17, 2008
Ethical standards heightenedTrust remains a sticky issue in the financial services industry. Consumers are leery of many advisors because of things completely outside advisors' realm of control. All an advisor can do is act ethically, do the right thing every time and steer
April 16, 2008
Survey: Employees Want Financial AdviceAbout 75% of U.S. workers say they are worried about financial matters, and 45% say financial worries are making it harder for them to do ...