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.
CPAs, CFAs Seen As Honest Counselors
By Staff WriterInvestors gave certified public accountants the highest score for being trustworthy advisors, followed by certified financial planners, according to a new study.[@@]Among investors surveyed ...
December 01, 2005
Disability Insurer Backs Ski EventHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.[@@]The 1-week Hartford Ski Spectacular is ...
December 01, 2005
Schultz Financial Group, Inc.160 West Huffaker Lane Reno, Nevada 89511 775-850-5620 www.schultzfinancialgroup.com Russell C. Schultz, CFP President Vicki P. Schultz, CFP Executive Vice President
December 01, 2005
The Future's Coming, Ready or NotI am deeply honored that on the occasion of Investment Advisor magazine's 25th anniversary, the editors would ask me to share a personal reflection about...
November 30, 2005
Seattle Firm Joins Marketing ConsortiumThe Lyman Group has become a provisional member of M Financial Group.[@@]Lyman advises owners of closely held businesses, and it also advises wealthy individuals ...
November 28, 2005
Haves And Have Nots DivergeMost employees seem to think their finances are much better or much worse than they were a year ago.[@@]Researchers at ComPsych Corp., Chicago, an ...
November 23, 2005
Philadelphia Insurer Contributes To WHYYA foundation affiliated with Lincoln National Corp. has donated $750,000 to a public television station.[@@]The foundation made the grant to the station, WHYY, Philadelphia, ...
November 11, 2005
Insurer Publishes Roth Plan ToolsHartford Financial Services Group Inc. has developed a collection of educational materials for agents, employers and employees interested in the new Roth 401(k) plans.[@@]The ...