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.
The CFP Board's Giant Step Forward
By Staff WriterOn march 9, the CFP Board of Standards released the Second Exposure Draft of proposed revisions to its Standards of Professional Conduct. As I've been...
March 31, 2007
Getting seniors to callOne of the best ways to begin attracting more ideal senior clients is to become known as a financial expert who is "senior-friendly." While there is certainly no shortage of financial advisors for seniors to choose from today, I have discovered that
March 26, 2007
LTC Insurer Moves Ahead With Accounting EffortPenn Treaty American Corp. has filed audited financial statements and a Form 10-K for the period ended Dec. 31, 2005.Penn Treaty, Allentown, Pa., a long ...
March 22, 2007
MDRT Gives To FSP FoundationThe Million Dollar Round Table Foundation is donating $10,000 to the Foundation for Financial Service Professionals.The foundation, affiliated with MDRT, Park Ridge, Ill., gave the ...
March 21, 2007
$10k MDRT Grant to Benefit FSP's Financial Education PartnersThe Foundation for Financial Service Professionals, Newtown Square, Penn., has received a $10,000 grant from the Million Dollar Round Table (MDRT) Foundation. The grant will be used to support the Financial Education Partners (FEP) program,
March 21, 2007
Executive Comp Firm Joins Marketing ConsortiumVisionLink Corporate Insurance Services L.L.C. has become a provisional member of M Financial Group.VisionLink, Irvine, Calif., is an executive compensation and benefits funding consulting firm.The ...
March 16, 2007
Ameriprise Refuels Buyback OperationA large financial services company says it has set aside cash for investing in its own shares.Ameriprise Financial Inc., Minneapolis, says its board has approved ...