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.
Iowa Eases Disclosure Requirement
By Hayley HansonHawkeye State regulators have released an update about how they will interpret a new financial reporting rule.The Iowa Securities & Regulated Industries Bureau say officials ...
July 12, 2007
Producers Eye Account Aggregation As Key To Service PhilosophyOnline account aggregation is rapidly maturing as a strategy for financial representatives to grow their businesses. Many technology solutions are available, and each aims to ...
July 12, 2007
Producers Eye Account Aggregation As Key To Service PhilosophyOnline account aggregation is rapidly maturing as a strategy for financial representatives to grow their businesses. Many technology solutions are available, and each aims to ...
July 10, 2007
The Principal Financial Group Introduces Annual Financial CheckupAmericans' increasingly hectic lives leave many consumers with little time to develop a clear plan for their financial future. Recognizing the need for proactive financial planning, the Principal Financial Group, Des Moines, Iowa, has developed
July 10, 2007
NAPFA's NewsAbout a year or so ago, I was having lunch with an attorney friend of mine with whom I often play golf. We got to...
July 10, 2007
Principal Develops Annual CheckupAn insurer has introduced a tool that can give financial professionals help with reaching out to existing clients.Principal Financial Group Inc., Des Moines, Iowa, says ...
July 06, 2007
Insurer Gets New LogoWestern & Southern Financial Group has hired a design firm to update its corporate identity.LPK Inc., Cincinnati, has helped Western & Southern, Cincinnati, replace its ...
July 01, 2007
CFP Board Adds Fiduciary RequirementThe Board of the Certified Financial Planner Board of Standards adopted on May 24 a revised version of its code of ethics, adding new...