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.
Hancock Said To Be In Talks With Manulife
By Staff WriterNU Online News Service, Sept. 26, 2003, 11:15 a.m. EDT -- John Hancock Financial Services Inc., Boston, is in "advanced stages of negotiations" to ...
September 19, 2003
National Financial Completes IPO, Shops For Distribution FirmsNU Online News Service, Sept. 19, 2003, 6:07 p.m. EDT -- National Financial Partners Corp., New York, has raised $209 million by selling 9.1 ...
September 18, 2003
Did You Know?Approximately three-quarters of boomers describe themselves as more conservative investors today (78% vs. 65% of younger consumers) and say they are less likely to ...
September 18, 2003
Money Managers Attack MONY Deal PriceNU Online News Service, Sept. 18, 2003, 12:15 p.m. EDT -- Money managers and buy-side analysts are attacking the $1.5 billion price that AXA ...
September 18, 2003
Draft FCRA Reauthorization Could Limit Companies' Marketing EffortsDraft FCRA Reauthorization Could Limit Companies Marketing Efforts ByWashington Marketing efforts of financial institutions could be limited under a draft Fair Credit Reporting Act reauthorization ...
September 16, 2003
Principal Picks General Agency For South, Central IllinoisNU Online News Service, Sept. 16, 2003, 4:49 p.m. EDT -- The Principal Financial Group Inc., Des Moines, Iowa, has picked Group Marketing Services ...
September 14, 2003
What FASB Statement 150 AddressesThe statement addresses the accounting treatment for three financial instruments. These were formerly allowed to be accounted for as a companys owners equity. The statement ...
September 14, 2003
Hes A CLU And Proud Of It!To The Editor: I take great offense with the article by Richard Hickling in the Aug. 25 issue ("Five Ways To Distinguish Yourself As A ...