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.
Highline Media, NUs Parent Company, Buys Wealth Manager
By Staff WriterFlag: On The Grow AgainHighline Media, parent company of National Underwriter, last week acquired Wealth Manager magazine from Bloomberg L.P. Terms of the deal ...
August 16, 2005
BISYS Replaces CFOBISYS Group Inc., a support services firm that has been struggling to get its own financial reporting in order, has hired a new chief ...
August 15, 2005
The Exodus ContinuesCompanies are leaving the financial supermarket concept behindBy Jack BoboWhen the late Walter Wriston was CEO of Citibank, he was a champion of the concept ...
August 10, 2005
Marketing Network Adds Miami FirmPremier Partners L.L.C. has become a provisional member of M Financial Group, Portland, Ore.[@@]Premier advises wealthy clients in Brazil, Mexico and the Dominican Republic. ...
August 09, 2005
Lawyers Ally With LTC BrokerageThe National Network of Estate Planning Attorneys has agreed to recommend insurance brokers at LTC Financial Partners L.L.C. to its member lawyers.[@@]NNEPA, a unit ...
August 01, 2005
Who're You Calling Radical?Bob Clark seems to be about 10 to 15 years behind the times when it comes to understanding NAPFA, the nation's leading association of Fee-Only...
August 01, 2005
Why NAPFA MattersAs a rule, I don't respond in print to responses to my columns. I had my say, and anyone who takes exception to that (I...
July 27, 2005
Former Green Bay Packer Signs With AonThe consulting arm of Aon Corp. has hired Lee Nystrom to be a senior vice president in its executive benefits practice.[@@]Nystrom, who has worked ...