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.
GAO Releases Benefits System Checklist
By Allison BellNU Online News Service, Sept. 13, 6:15 p.m. -- The U.S. General Accounting Office has released a 395-question checklist that federal agencies, their inspectors ...
September 03, 2002
Survey: Consumers Slow To Act On Need For AdviceNU Online News Service, Sept. 3, 10:09 a.m. -- The recent stock market slump may have created a hidden market for professional financial advice, ...
September 03, 2002
Milliman Changes Name Of ALFA SoftwareNU Online News Service, Sept. 3, 10:35 a.m. -- Milliman USA, Seattle, has changed the brand name of its asset-liability financial analysis software to ...
September 01, 2002
Fee-Based Planning And SalesTwo Separate StepsFee-Based Planning And Sales-- Two Separate StepsIndustry experts emphasize the importance of separating the planning process from the implementation process. In a previous National Underwriter ...
September 01, 2002
Seven stages revisitedBack in May 1999, George Kinder published The Seven Stages of Money Maturity (Dell, available through the Investment Advisor bookstore at www.investmentadvisor.com). Here's what Senior Editor...
August 29, 2002
Principal Authorizes Stock RepurchaseNU Online News Service, Aug. 29, 12:15 p.m. -- The Principal Financial Group Inc., Des Moines, Iowa, says its board has authorized the repurchase ...
August 28, 2002
Survey: Investors With Formal Plans Are HappierNU Online News Service, Aug. 28, 11:42 a.m. -- Wealthy investors who have formal, written financial plans seem to be doing better these days ...
August 20, 2002
MassMutual Offers eMoney To Its AgentsNU Online News Service, Aug. 20, 2:40 p.m. -- The MassMutual Financial Group, Springfield, Mass., today it was introducing eMoneyAdvisor's "eMoney" solution to its ...