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.
Johannessen To Lead FPA
By Staff WriterMark Johannessen will be president-elect of the Financial Planning Association in 2007.Johannessen will take over as president in 2008, according to the FPA, Denver.Johannessen is ...
November 08, 2006
SEC Announces Shelf Space SettlementFederal regulators have imposed $55 million in penalties on mutual fund and variable annuity units of a large financial services company.The U.S. Securities and Exchange ...
November 01, 2006
Tell Us How You Really FeelI read your article "Board to Death: Reloaded," (Bob Clark's monthly column, Clark at Large) in the September 2006 issue, and am not really sure...
November 01, 2006
Teslik Leaves CFP BoardSarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the...
November 01, 2006
Plug 'N PlayWhen looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...
October 25, 2006
Stop-Loss Specialist Acquires CompetitorA Southeastern firm that supplies stop-loss insurance for employer-funded health plans has bought a smaller stop-loss firm.Cairnstone Inc., Miami, has acquired CapRisk L.L.C., Lancaster, Pa., ...
October 25, 2006
Dental Program Lets Employers Mix And MatchGenworth Financial Inc. has introduced a flexible ancillary benefits product.Genworth, Richmond, Va., says employers that participate in its new Dual Select program can offer any ...
October 19, 2006
Nationwide Launches Recruiting CampaignA large financial services company is out looking for mid-level professionals.Nationwide Financial Network, a distribution arm of Nationwide Financial Services Inc., Columbus, Ohio, says it ...