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.
How advisors are failing their clients
By staff Writer60%: Percentage of advisors surveyed who are not currently charging for financial plans. 70%: Percentage of advisors surveyed who say they spend 20 percent of each work week completing paperwork. 73%: Percentage of advisors surveyed w
December 14, 2007
Prudential Completes Note OfferingA large insurer says it has finished selling debt to institutional investors.Prudential Financial Inc., Newark, N.J., has placed $3 billion in convertible senior notes that ...
December 05, 2007
Agency Buys Pennsylvania Investment ManagerVantage Financial Group Inc. has acquired all the stock of M&E Investment Group Inc., a private client invest management and financial consulting firm, from Huntington ...
December 01, 2007
Group ThinkThe Financial Planning Association and Janus announced the 2008 deadlines for entries for the Financial Frontiers Awards, a program that "promotes advanced research that expands...
November 21, 2007
FPA Calls for Major Regulatory ReformIn a long, comprehensive comment letter filled with references to the history of financial regulation in the United States, the Financial Planning Association told the Treasury Department on Nov. 16 that it agreed with Treasury's plans to review the current financial regulatory structures, "along with ways to improve efficiency, reduce...
November 14, 2007
New Leadership for FPAThe Financial Planning Association announced November 12 that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners'...
November 14, 2007
Insurer May Buy Back StockPrudential Financial Inc. says it could spend up to $3.5 billion on buying back shares of common stock in 2008.A year ago, Prudential, Newark, N.J., ...
November 06, 2007
Hartford Promotes Tools For Parents With Special NeedsA financial services company is trying to draw attention to the services it can offer parents with children who suffer from mental disabilities or severe ...