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.
Foundation Schedules Government Plan Course
By Staff WriterNU Online News Service, June 21, 2004, 12:22 p.m. EDTThe International Foundation of Employee Benefit Plans, Brookfield, Wis., will hold a course on public ...
June 03, 2004
Penn Treaty Promotes Cloutier To CFONU Online News Service, June 3, 2004, 5:35 p.m. EDT -- Penn Treaty American Corp., Allentown, Pa., is replacing its chief financial officer.[@@]Mark Cloutier ...
June 03, 2004
Attacks Could Double Against Financial Companies' ComputersAttacks Could Double Against Financial Companies ComputersOutsiders may be launching twice as many attacks against big financial services companies computer systems this year.When researchers at ...
June 02, 2004
Hancock Brings Fifth-Graders To Mock ConventionNU Online News Service, June 2, 2004, 12:22 p.m. EDT -- John Hancock Financial Services Inc., Boston, will sponsor a mock political party convention ...
June 01, 2004
Marnie AznarMarnie Aznar Aznar Financial Advisors 14 Raymond Road Morris Plains, NJ 07950 Phone: 973-540-8850 Fax: 973-755-9196 www.aznarfinancialadvisors.com [email protected] Year practice began: 1999 Number of advisors in office: 1 Number of clients: 45 Compensation method(s): Fee-only (annual...
May 25, 2004
Principal Develops Spanish Dentist DirectoryNU Online News Service, May 25, 2004, 12:12 p.m. EDT -- Principal Financial Group Inc., Des Moines, Iowa, has developed a Spanish-language version of ...
May 25, 2004
LOMA Introduces 3 Financial Services Fellow CoursesNU Online News Service, May 25, 2004, 1:17 p.m. EDT -- LOMA, Atlanta, has added 3 self-study courses to its Fellow, Financial Services Institute ...
May 24, 2004
Thrivent To Sell More Fee-Based Planning ServicesNU Online News Service, May 24, 2004, 1:47 p.m. EDT -- Thrivent Financial for Lutherans, Appleton, Wis., will be trying to sell more fee-based ...