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.
West Coast Bank Unit Gets New President
By Staff WriterA California financial services company is promoting 2 insurance subsidiary executives.[@@]The company, Greater Bay Bancorp, East Palo Alto, Calif., has named Frederick de Grosz, ...
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 ...
November 09, 2005
Fiserv Announces Departures Of President And CFOFiserv Inc. says 2 top executives are leaving.[@@]Fiserv, Brookfield, Wis., a major financial services technology company, says Leslie Muma will be retiring as president ...
November 02, 2005
Search Firm Names CFOThe Jacobson Group has hired Jim Farmer to be chief financial officer and head of information technology.[@@]The Jacobson Group, Chicago, finds executives and other ...