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.
MONY Postpones AXA Deal Meeting
By Allison BellNU Online News Service, Feb. 19, 2004, 6:15 p.m. EST -- A court ruling has forced The MONY Group Inc. to postpone a special ...
February 11, 2004
M Financial Hires Clark Inc. VeteranNU Online News Service, Feb. 11, 2004, 3:34 p.m. EST -- The benefits arm of M Financial Group, Portland, Ore., has hired an executive ...
February 05, 2004
AM&M Teams Up With M FinancialNU Online News Service, Feb. 5, 2004, 4:53 p.m. EST -- AM&M Financial Services Inc., Pittsford, N.Y., has become a provisional member of M ...
February 05, 2004
Murphy Succeeds Kerzner At Woodbury FinancialNU Online News Service, Feb. 5, 2004, 1:33 p.m. EST -- Woodbury Financial Services Inc. has picked Brian Murphy to be its new president.[@@]Murphy ...
February 02, 2004
Principal Seeks Benefit Program Award NomineesNU Online News Service, Feb. 2, 2004, 1:31 p.m. EST -- Principal Financial Group Inc., Des Moines, Iowa, is looking for 10 companies with ...
February 02, 2004
MetLife Courts Advisors With Sales IdeasNU Online News Service, Feb. 2, 2004, 1:25 p.m. EST -- MetLife Investors is using sales ideas to get the attention of financial advisors.[@@]The ...
February 01, 2004
Table 4: Partner ProfitabilityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 206 Assets/Partner $103 million Revenues/Partner $765,000 Pretax Profits/Partner $287,000 Source: Tiburon Strategic Advisors Fee-Only Financial Advisors...
February 01, 2004
Table 5: Employee ProductivityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 47 Assets/Staff Member $23 million Revenues/Staff Member $173,000 Pretax Profits/Staff Member $65,000 Source: Tiburon Strategic Advisors...