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.
Advisors Save Time, Learn More With Web-Based Training
By Michelle BrennanIn 2003, my company faced a critical challenge: how to effectively deliver training to a nationwide field force. The solution, we found, lay in supplementing ...
January 08, 2007
California Firm Joins Marketing ConsortiumCorrigan & Company. has become a community bank advisor firm with M Benefit Solutions-Bank Strategies.Corrigan, Santa Barbara, Calif., sells bank-owned life insurance programs to financial ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...
January 04, 2007
FSI Names John Simmers of ING as ChairmanThe Financial Services Institute (FSI) has announced the election of new leaders for 2007. The new Chairman is John Simmers, CEO of El Segundo, California-based ING Advisors Network. Simmers is currently an industry member of the NASD board of governors. In his role with FSI, Simmers succeeds John Poff, president...
January 01, 2007
Matchmaking isn't just for dating anymoreSeniors are faced with making many important financial decisions. What type of long term care policy is best for them? What makes one health care supplement better than another one? Is their money invested in the best way possible to generate enough
January 01, 2007
Group ThinkThe Certified Financial Planner Board of Standards announced that applications for its 2007 Financial Planning Grants program will be accepted through March 1, 2007. The...
January 01, 2007
Catching up with... Nick NicoletteAs he assumes his new role as 2007 President of the Financial Planning Association, Nick Nicolette already has clear ideas about what the agenda for...