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.
Marketing Network Boosts Volume
By Staff WriterNU Online News Service, Feb. 10, 2005, 9:02 a.m. ESTM Financial Group, Portland, Ore., says the addition of 2 new exclusive products helped it ...
February 03, 2005
Principal Launches Fourth Benefits ContestNU Online News Service, Feb. 3, 2005, 1:15 p.m. ESTA Des Moines, Iowa, insurer is looking for 10 small and midsize employers with great ...
February 01, 2005
Praise for "The Puzzler"Good article on "Do VAs Ever Make Sense?" (The Puzzler, January 2005) I wish you would look into some popular riders that I find very, very...
February 01, 2005
Brand YourselfA handful of advisors take their personal likes and dislikes and incorporate them into their marketing. If you like babies, therefore, you would feature pictures...
February 01, 2005
Jamie OderSaunders & Associates Financial Management 3204 Long Prairie Road, Suite D Flower Mound, Texas 75022-2718 972-724-9644 [email protected] www.lpl.com/sa Age: 22 Title: manager, registered advisory representative Education: BA in financial planning, Kansas State University, 2004 Joined...
January 31, 2005
Benefits Program Designer Joins M BenefitNU Online News Service, Jan. 31, 2005, 4:38 p.m. ESTThe benefits arm of M Financial Group, Portland, Ore., has hired an executive who previously ...
January 27, 2005
NFP Acquires 8 FirmsNU Online News Service, Jan. 27, 2005, 5:24 p.m. ESTA purchaser of financial advisory firms finished 2004 by scooping up firms that generate a ...
January 19, 2005
Hartford To Back 3 More GolfersNU Online News Service, Jan. 19, 2005, 5:09 p.m. ESTA Connecticut insurer is adding a formidable threesome to its sports endorsement program.[@@]The insurer, Hartford ...