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.
The Virtue of Impatience
By James J. GreenThere are multiple legitimate business models in the independent advisory world, and by listening to you and observing your activities and priorities, it's clear that...
January 18, 2007
Consulting Firm Adds ProgramWard Financial Group Inc. is offering a new benchmarking service for insurance companies' underwriting and servicing operations.Ward, Cincinnati, says the service will analyze expense and ...
January 16, 2007
Symetra Financial Teams With Mesirow Financial to Improve Choice and Flexibility in Small Business 401(k) PlansJan. 16, 2007 Symetra Financial and Mesirow Financial, Bellevue, Wash., has announced an agreement to offer small businesses more choice and flexibility for employer-sponsored 401(k) plans. The partnership will greatly expand the number of mutual
January 08, 2007
California Firm Joins Marketing ConsortiumCorrigan & Company. has become a community bank advisor firm with M Benefit Solutions-Bank Strategies.Corrigan, Santa Barbara, Calif., sells bank-owned life insurance programs to financial ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...
January 04, 2007
FSI Names John Simmers of ING as ChairmanThe Financial Services Institute (FSI) has announced the election of new leaders for 2007. The new Chairman is John Simmers, CEO of El Segundo, California-based ING Advisors Network. Simmers is currently an industry member of the NASD board of governors. In his role with FSI, Simmers succeeds John Poff, president...
January 01, 2007
Matchmaking isn't just for dating anymoreSeniors are faced with making many important financial decisions. What type of long term care policy is best for them? What makes one health care supplement better than another one? Is their money invested in the best way possible to generate enough