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.
Pru Helps Nonprofits Include People With Disabilities
By Staff WriterPrudential Financial Inc. is helping the National Organization on Disability honor 5 groups for promoting opportunities for people with disabilities.Prudential, Newark, N.J., will be providing ...
November 01, 2007
A New Consultative ModelAs the industry has evolved, financial advisors and registered reps have continued to seek better ways to connect with and attract the right clients. Thought-leaders...
November 01, 2007
Draft PicksThis may be hard to believe, but I can usually gauge whether a financial planning job applicant will make a good employee within the first...
October 31, 2007
Punch up your presentationsSales presentation. Those words, let's face it, strike something like terror in the hearts of too many financial advisors. That's because they find themselves confronted by a basic question. "What do you actually do and say in front of
October 17, 2007
Elder Protection May Offer Advisors A Chance To Shine: TowerGroupPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...
October 17, 2007
Elder Protection May Offer Advisors A Chance To Shine: TowerGroupPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...
October 16, 2007
Michigan Commissioner To Join Accounting FirmLinda Watters is leaving her post as commissioner of the Michigan Office of Financial and Insurance Services.Watters, who has been the Michigan insurance commissioner since ...