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.
Your Clients A Big Pain? Then Fire Him!
By Warren S. Hersch"Mr. Smith, Im sorry to have to tell you this, butwe have to part company. Thats right. After re-evaluating our relationship, Ive decided that you ...
August 01, 2004
THE PLAYING FIELD- Partners in GrowthIt almost goes without saying. All independent advisors want their businesses to grow and outshine their competitors. How advisors achieve this common goal, however, varies....
July 29, 2004
OnlineBenefits Teams With M FinancialNU Online News Service, July 29, 2004, 1:11 p.m. EDTOnlineBenefits Inc., Uniondale, N.Y., will be marketing its Web-based benefit management tools through M Financial ...
July 28, 2004
Virginia Regulator Talks About SOXDoug Stolte showed some flexibility toward insurers last week during a discussion in Atlanta about a proposed financial reporting standard.[@@]Stolte is Virginia's deputy insurance ...
July 26, 2004
GAMA Hires Former MONY ExecutiveNU Online News Service, July 26, 2004, 6:26 p.m. EDTGAMA International, Falls Church, Va., has hired Jeff Hughes to be its chief executive officer.[@@]Hughes ...
July 23, 2004
MassMutual GA Organizes Women's Advisory BoardNU Online News Service, July 23, 2004, 10:28 a.m. EDTFirst Financial Group, Bala Cynwyd, Pa., is organizing a 20-member Women's Advisory Board of the ...
July 19, 2004
Hartford Hires Standard Sales VPNU Online News Service, July 19, 2004, 6:12 p.m. EDTThe Hartford Financial Services Group Inc., Hartford, has hired Bob Reiff to be a vice ...
July 19, 2004
Independent To Sell Through Calif. Community BankNU Online News Service, July 19, 2004, 6:23 p.m. EDTUnited National Bank, San Marino, Calif., has agreed to get financial products and services for ...