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 To Buy Allstate's VA Business
By Trevor ThomasPrudential Financial Inc. has agreed to buy Allstate Corp.'s $16 billion variable annuity business through a reinsurance arrangement, the companies announced.Prudential, Newark, N.J., will pay ...
February 28, 2006
Be the teacherHow do you break through to your prospects or clients? We all know that the No. 1 rule is to show that you care about their lives both personally and financially. But, you need to prove that you're more than just a good listener. You need to prove
February 28, 2006
Instruments of mass communicationAdvisors are always on the lookout for ways to increase their visibility. The Yellow Pages, billboards, newspaper ads and radio spots are some of the standard ways. Technological advances have increased the options in the visibility stable, and the
February 27, 2006
M Financial And Sun Life Financial Team UpA national marketing group is adding a new source of products for wealthy clients.M Financial Group, Portland, Ore., says it has agreed to offer life ...
February 17, 2006
NASD Reaches Out To ServicemembersThe National Association of Securities Dealers is setting up a financial education program for military personnel and their families.The NASD, Washington, is financing the program ...
February 16, 2006
NASD Reaches Out To ServicemembersThe National Association of Securities Dealers is setting up a financial education program for military personnel and their families.The NASD, Washington, is financing the program ...
February 07, 2006
M Financial Expands CircleA national marketing group is signing more firms that cater to banks.M Financial Group, Portland, Ore., says its M Benefit Solutions - Bank Strategies arm ...
February 01, 2006
Standards v. MembershipBob Clark's article in the January 2006 issue focused on recent speeches given by FPA Chair Jim Barnash and FPA President Dan Moisand at FPA's...