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.
Manager Joins Dreyfus Financial Services Fund
By Staff WriterOct. 30, 2002 -- Former Fidelity Investments portfolio manager William Rubin has been named co-manager of the Dreyfus Financial Services Fund. Rubin joined Steven Gavios on...
November 01, 2002
A Question of BalanceOver the last 12 months, a series of financial and accounting scandals has caught financial advisors and the investing public quite unaware. Unanticipated revelations by...
October 28, 2002
S&P Says Global Insurance Is Becoming More SophisticatedNU Online News Service, October 28-Greater sophistication in the global insurance industry could lead to smoother, more consistent profitability, according to Standard & Poor's ...
October 25, 2002
Independent Financial Acquires StreampointNU Online News Service, Oct. 25, 3:55 p.m. -- Independent Financial Marketing Group, Inc., Purchase, N.Y., a distributor of investment and insurance products to ...
October 24, 2002
Pru Offers Tips On Working With Women ClientsNU Online News Service, Oct. 24, 12:27 p.m. -- Most baby boom women know they need to take their personal finances into their own ...
October 20, 2002
When The News Is Bad, Survey Finds Demand For Advice GrowsWhen The News Is Bad, Survey Finds Demand For Advice GrowsByBad news is shaking consumer confidence and making financial advice more valuable to the average ...
October 13, 2002
Growing Your Planning Practice 'In A Post-Bubble World'Growing Your Planning Practice In A Post-Bubble WorldByNew Orleans How to grow their practice in "a post-bubble world" and what their vision is for their ...
October 13, 2002
Competitors Positioning To Move Onto Fee-Based Advisors' TurfCompetitors Positioning To Move Onto Fee-Based Advisors TurfByNew Orleans If you think the fee-based advisory arena is crowded now, just wait a few years!That was ...