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.
LabOne CFO To Resign In March 2005
By Staff WriterNU Online News Service, Sept. 3, 2004, 2:23 p.m. EDTJohn McCarty plans to resign as chief financial officer of LabOne Inc., Lenexa, Kan., in ...
August 30, 2004
Absolute Capital Names New DirectorSYDNEY, Australia (HedgeWorld.com)--Absolute Capital Group Ltd. appointed David Bleakley to a non-executive position on the firm's board of directors. Mr. Bleakley formerly was the founding chairman and managing director of Bleakleys Ltd., an Australian financial planning company. He currently serves as executive chairman of RetireInvest Pty Ltd., an Australian financial...
August 26, 2004
Feds To Develop Financial Literacy Education StrategyThe federal Financial Literacy and Education Commission wants members of the public to help it develop a national strategy for promoting basic financial literacy.[@@]Congress ...
August 20, 2004
FPA Hires Publishing DirectorNU Online News Service, Aug. 20, 2004, 3:55 p.m. EDTThe Financial Planning Association, Denver, has hired Ian Mackenzie to be publications director.[@@]Mackenzie previously was ...
August 18, 2004
Differentiating Yourself With Exemplary ServiceDifferentiating Yourself With Exemplary ServiceBy Craig J. CoffeyInternet pop-up ads. 1-800 numbers. Cold-calling salespeople. Mass-marketed financial planning models. Indeed, financial products and services are readily ...
August 17, 2004
Nationwide Hires Chief Marketing OfficerNU Online News Service, Aug. 17, 2004, 3:26 p.m. EDTNationwide Financial Services Inc., Columbus, Ohio, has named Gordon Hecker vice president and chief marketing ...
August 16, 2004
Cleveland Firm Joins M FinancialNU Online News Service, Aug. 16, 2004, 5:47 p.m. EDTOwnership Advisors Inc., Cleveland, has joined M Financial Group, Portland, Ore.[@@]M Financial is a marketing ...
August 13, 2004
Industry Joins Appeal In Calif. Privacy DebateThe insurance industry has joined an appeal of a federal court decision that could raise roadblocks and increase the cost of cross-marketing of products ...