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.
A boomer marketing starter kit
By Mike WerlingWhen two lamps appeared in the steeple of the Old North Church to indicate the British were coming by sea, tradition says, Paul Revere went tearing through the roads outside of Boston shouting "The British are coming," and the situation was dire.
February 25, 2008
Lincoln Distribution Arm Adopts Sales Analysis SoftwareLincoln Financial Distributors Inc. has adopted new software to help it analyze the needs of its financial advisor clients.SPSS Inc., Chicago, says Lincoln Financial has ...
February 19, 2008
Joint Money-Management Can Boost Leisure Pleasure: StudyResearch among older couples finds 36% reported that one spouse is the dominant financial manager.The study of pre-retirees and retirees, conducted jointly by the Hartford ...
February 13, 2008
Focus Financial Acquires U.K. Wealth ManagerFocus Financial Partners has agreed to acquire Manchester, England-based Greystone Financial Services Ltd., making the U.K. wealth management firm the 15th "partner firm" in the Focus Financial stable. Greystone advises on some $1.6 billion in assets from about 5,000 clients; the acquisition is expected to close April 1.
February 09, 2008
FSP Members Think About Designation AccreditationMembers of the Society of Financial Service Professionals seem to like the idea of professional credentials having credentials of their own.The FSP, Newtown Square, Pa., ...
February 08, 2008
FSP Members Think About Designation AccreditationMembers of the Society of Financial Service Professionals seem to like the idea of professional credentials having credentials of their own.The FSP, Newtown Square, Pa., ...
February 05, 2008
Principal Launches Seventh Benefits ContestA Des Moines, Iowa, insurer is looking for 10 small and midsize employers with great benefits programs.The insurer, Principal Financial Group Inc., is seeking entries ...
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...