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.
Birds of a Feather
By Staff WriterThere's a tendency among small businesspeople who share the same interests to come together for fellowship, networking, and to gain the economies of scale, for...
September 17, 2007
Researchers Map Financial Generation GapMany U.S. families may need help talking about their finances.Researchers at Ameriprise Financial Inc., Minneapolis, talk about financial communications weaknesses in a report on a ...
September 11, 2007
NFP To Scoop Up Disability MGUNational Financial Partners Corp. has agreed to buy the assets of Pro Financial Services Inc., a managing general underwriter that provides high-limit disability insurance for ...
September 11, 2007
NFP To Scoop Up Disability MGUNational Financial Partners Corp. has agreed to buy the assets of Pro Financial Services Inc., a managing general underwriter that provides high-limit disability insurance for ...
September 09, 2007
FPA Kicks Off Annual MeetingOnly days after he testified at the Senate Special Committee on Aging on the duties of financial advice givers, Financial Planning Association President Nicholas Nicolette drew spontaneous applause at the opening general session of the FPA's annual conference September 8 when he said "we need to take a stand on...
September 07, 2007
LPL Agrees To Acquire Independent FinancialLinsco/Private Ledger Corp. has agreed to acquire Independent Financial Marketing Group Inc. from Sun Life Financial Inc.LPL, Boston, is an independent broker-dealer that sells insurance ...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 02, 2007
Calling On Orphan LeadsInsurance and financial services companies are doing a smart thing: They are reaching out to their "orphan" clients more aggressively than ever. Any person who ...