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.
Horizon Blue Names Olsen General Auditor
By Staff WriterNU Online News Service, Oct. 11, 11:50 a.m. -- Horizon Blue Cross Blue Shield of New Jersey, Newark, N.J., has hired George Olsen to ...
October 06, 2002
Wealthy Clients Revisiting Need For A Formal Plan, Advisors SayWealthy Clients Revisiting Need For A Formal Plan, Advisors Say ByMany investors who reaped huge returns in the 90s were anxious to ride that trend ...
October 06, 2002
Understanding the Japanese-American MarketByWhen marketing to Asian-Americans, many financial services companies largely exclude Japanese-Americans.Ray Ting, managing director of Ray Ting and Associates, City of Industry, Calif., an office ...
October 04, 2002
Actuary Society Elects Two Vice PresidentsNU Online News Service, Oct. 4, 12:15 p.m. -- The Society of Actuaries, Schaumburg, Ill., says Richard London and Edward Robbins have been elected ...
October 04, 2002
Principal Names Scholten Information ChiefNU Online News Service, Oct. 4, 4:57 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, has promoted Gary Scholten to senior vice ...
October 01, 2002
Financial Analysis Firms Team UpNU Online News Service, Oct. 1, 12:15 p.m. -- Financial Research Corp., Boston, has agreed to work with Financial Information Group Inc., New York, ...
September 29, 2002
Minnesota GA: GLB Privacy Regs FailByWashington The Gramm-Leach-Bliley Act is not working to protect consumers from the misuse of their financial information, says Mike Hatch, the attorney general of ...
September 29, 2002
Litigation Is Public Enemy #1 For AgentsByCharlotte, N.C. Agents in the business today have many fears. Trying to keep current clients happy, continuously looking for new clients, and the fear of ...