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.
Executive Comp Firm Joins Marketing Consortium
By Staff WriterVisionLink Corporate Insurance Services L.L.C. has become a provisional member of M Financial Group.VisionLink, Irvine, Calif., is an executive compensation and benefits funding consulting firm.The ...
March 05, 2007
Directors Reject Management Bid For Senior Products CompanyA board committee at Universal American Financial Corp. has decided against approving an offer for the company from an investor team led by company Chairman ...
March 01, 2007
Ameriprise Adds to CFP Focus as Barnash Joins Firm in ChicagoThanks to patience, persis-tence and some necessity, Ameriprise Financial has hired former Financial Planning Association chairman and president Jim Barnash, 52, to head up its...
March 01, 2007
The Zen of a Successful PracticeAs you undoubtedly know better than I, there's a growing army of consultants offering to help advisors with everything from recruiting to branding to client...
February 28, 2007
Increasing your referrals without ever askingDid you develop your script, role-play, ask yourself if you're referable, etc.? Of course, this exercise is extremely valuable for acquiring referrals. The reality is, however, that most financial advisors - and most professionals in general - don't
February 28, 2007
LTC Distributor Forms Web Of Web SitesLTC Financial Partners L.L.C. is working to get each of its 250 long term care insurance field underwriters to help support an LTC Web site.LTC ...
February 01, 2007
Catching up with... Lew AltfestA major topic of discussion among advisors is how to achieve recognition for financial planners as professionals on a par with accountants and lawyers. Lew...
February 01, 2007
An Anniversary, Texas StyleThe financial planning program has a long history at Texas Tech University in Lubbock, where Deena Katz plies her trade these days. It was one...