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.
FPA Supports Credential Move
By Staff WriterThe Financial Planning Association has endorsed efforts by the Massachusetts Securities Division to regulate use of professional designations.The FPA, Denver, represents holders of a variety ...
November 01, 2006
Teslik Leaves CFP BoardSarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the...
November 01, 2006
Plug 'N PlayWhen looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...
October 25, 2006
Stop-Loss Specialist Acquires CompetitorA Southeastern firm that supplies stop-loss insurance for employer-funded health plans has bought a smaller stop-loss firm.Cairnstone Inc., Miami, has acquired CapRisk L.L.C., Lancaster, Pa., ...
October 25, 2006
Dental Program Lets Employers Mix And MatchGenworth Financial Inc. has introduced a flexible ancillary benefits product.Genworth, Richmond, Va., says employers that participate in its new Dual Select program can offer any ...
October 19, 2006
Nationwide Launches Recruiting CampaignA large financial services company is out looking for mid-level professionals.Nationwide Financial Network, a distribution arm of Nationwide Financial Services Inc., Columbus, Ohio, says it ...
October 19, 2006
Nationwide Launches Recruiting CampaignA large financial services company is out looking for mid-level professionals.Nationwide Financial Network, a distribution arm of Nationwide Financial Services Inc., Columbus, Ohio, says it ...
October 11, 2006
Leading Lights of the Profession Slam CFP Board ProposalsA host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...