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.
Networking makes for profitable referrals
By Dean ZayedI recently went through a mental exercise that exemplified the power of referrals and networking.
January 18, 2008
PrimeVest Teams With RecruiterPrimeVest Financial Services has agreed to help market recruiting services from Human Capital Resources Inc. to banks and other financial institutions.Paul Werlin, president of HCR, ...
January 11, 2008
Greenspan to Speak at Pershing's INSITE '08Pershing LLC, a unit of the Bank of New York, will showcase a variety of financial, economic, political and other developments during INSITE 2008, a financial products and services conference set to t
December 14, 2007
Prudential Completes Note OfferingA large insurer says it has finished selling debt to institutional investors.Prudential Financial Inc., Newark, N.J., has placed $3 billion in convertible senior notes that ...
December 05, 2007
Agency Buys Pennsylvania Investment ManagerVantage Financial Group Inc. has acquired all the stock of M&E Investment Group Inc., a private client invest management and financial consulting firm, from Huntington ...
December 01, 2007
Group ThinkThe Financial Planning Association and Janus announced the 2008 deadlines for entries for the Financial Frontiers Awards, a program that "promotes advanced research that expands...
November 21, 2007
FPA Calls for Major Regulatory ReformIn a long, comprehensive comment letter filled with references to the history of financial regulation in the United States, the Financial Planning Association told the Treasury Department on Nov. 16 that it agreed with Treasury's plans to review the current financial regulatory structures, "along with ways to improve efficiency, reduce...
November 14, 2007
New Leadership for FPAThe Financial Planning Association announced November 12 that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners'...