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.
Two Firms Join Marketing Group
By Staff WriterNU Online News Service, July 3, 12:20 p.m. -- The M Financial Group, Portland, Ore., a financial-services sales marketing coalition, has added two new ...
June 26, 2002
PlanAnalytics Announces 12 New, Renewed ContractsNU Online News Service, June 26, 12:43 p.m. -- PlanAnalytics Inc., Mendota Heights, Minn., says 12 401(k) plan providers and advisor groups have agreed ...
June 21, 2002
CFP Board Starts HR Education ProgramNU Online News Service, June 21, 12:44 p.m. -- The Certified Financial Planning Board of Standards, Denver, has set up the Workplace Education Program ...
June 19, 2002
Lutheran Society Members Approve New NameNU Online News Service, June 19, 6:25 p.m. -- The Aid Association for Lutherans/Lutheran Brotherhood, Appleton, Wis., says 79% of the members who voted ...
June 17, 2002
MarketSoft Launches Cross-Sales SoftwareNU Online News Service, June 17, 12:29 p.m. -- MarketSoft Corp., Lexington, Mass., is introducing an automated financial services cross-selling system.The new software, Cross ...
June 17, 2002
Financial Interactive Signs Two CustomersNU Online News Service, June 17, 11:45 a.m. -- Financial Interactive Inc., San Francisco, a company that develops fund administration systems, has licensed its ...
June 13, 2002
Manulife Attacks Indonesian Bankruptcy RulingNU Online News Service, June 13, 4:19 p.m. -- Manulife Financial Corp., Toronto, is lashing out at an Indonesian judge who declared its Manulife ...
June 13, 2002
New Board Might Oversee Non-U.S. CFP ProgramsNU Online News Service, June 13, 5:55 p.m. -- The Certified Financial Planner Board of Standards and the International CFP Council, both of Denver, ...