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.
Lincoln Distribution Arm Adopts Sales Analysis Software
By Staff WriterLincoln Financial Distributors Inc. has adopted new software to help it analyze the needs of its financial advisor clients.SPSS Inc., Chicago, says Lincoln Financial has ...
February 13, 2008
Focus Financial Acquires U.K. Wealth ManagerFocus Financial Partners has agreed to acquire Manchester, England-based Greystone Financial Services Ltd., making the U.K. wealth management firm the 15th "partner firm" in the Focus Financial stable. Greystone advises on some $1.6 billion in assets from about 5,000 clients; the acquisition is expected to close April 1.
February 09, 2008
FSP Members Think About Designation AccreditationMembers of the Society of Financial Service Professionals seem to like the idea of professional credentials having credentials of their own.The FSP, Newtown Square, Pa., ...
February 08, 2008
FSP Members Think About Designation AccreditationMembers of the Society of Financial Service Professionals seem to like the idea of professional credentials having credentials of their own.The FSP, Newtown Square, Pa., ...
February 05, 2008
Principal Launches Seventh Benefits ContestA Des Moines, Iowa, insurer is looking for 10 small and midsize employers with great benefits programs.The insurer, Principal Financial Group Inc., is seeking entries ...
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
January 31, 2008
Networking makes for profitable referralsI recently went through a mental exercise that exemplified the power of referrals and networking.
January 29, 2008
Principal Publishes Benefits Best Practices GuideAn insurer has come out with a new edition of a booklet aimed at small business owners and their group insurance advisors.Principal Financial Group Inc., ...