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.
Consumers Want Easier Financial Services: Survey
By Staff WriterMost investors would switch to a financial services company that makes managing their money easier, finds a recent survey by ING U.S. Financial Services Inc.The ...
January 05, 2006
Executives Acquire Annuity MarketerManagers of Talbot Financial Network have helped a buyout group buy the firm from Hub International Ltd.Hub, Chicago, a large insurance brokerage, acquired Talbot Financial ...
January 01, 2006
Toughest Job: Getting Boomers to Defer GratificationAdvisors have the toughest job in America, because they're not selling you; what they're trying to do is get you to defer your spending, and...
January 01, 2006
The Classic ModelFor B/Ds that own manufacturing and distribution, open architecture may be a key to their survival. "Reps don't want to be compelled, especially in this...
January 01, 2006
Two Steps Back?I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
December 28, 2005
Moody%27s%3A Few Insurers DefaultAnalysts at a major rating agency say the banks and insurers the firm rates tend to be more stable than the other companies in ...
December 20, 2005
CPAs, CFAs Seen As Honest CounselorsInvestors 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 13, 2005
Pru Backs New Orleans Jazz GroupPrudential Financial Inc. has agreed to spend a total of $500,000 to help save a major New Orleans musical group.[@@]Prudential, Newark, N.J., will be ...