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.
MassMutual Invests In Troubled Mortgage Lender
By Trevor ThomasA unit of Massachusetts Mutual Life Insurance Company has joined with an investment bank to spend about $49 million on shares of NovaStar Financial Inc.NovaStar, ...
July 10, 2007
The Principal Financial Group Introduces Annual Financial CheckupAmericans' increasingly hectic lives leave many consumers with little time to develop a clear plan for their financial future. Recognizing the need for proactive financial planning, the Principal Financial Group, Des Moines, Iowa, has developed
July 10, 2007
NAPFA's NewsAbout a year or so ago, I was having lunch with an attorney friend of mine with whom I often play golf. We got to...
July 10, 2007
Principal Develops Annual CheckupAn insurer has introduced a tool that can give financial professionals help with reaching out to existing clients.Principal Financial Group Inc., Des Moines, Iowa, says ...
July 06, 2007
Insurer Gets New LogoWestern & Southern Financial Group has hired a design firm to update its corporate identity.LPK Inc., Cincinnati, has helped Western & Southern, Cincinnati, replace its ...
July 01, 2007
CFP Board Adds Fiduciary RequirementThe Board of the Certified Financial Planner Board of Standards adopted on May 24 a revised version of its code of ethics, adding new...
July 01, 2007
Inherit the WindfallMoney is neither good nor bad. Anyone hoping to win the lottery would disagree. But that's what Susan Bradley, founder of Sudden Money Institute insists....
June 20, 2007
CFO Leaves StanCorpThe parent of Standard Insurance Company has announced the departure of a top executive.Cindy McPike, chief financial officer of StanCorp Financial Group Inc., Portland, Ore., ...