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.
Teaming Dynamics Are Key To Convergent Practice
By Staff WriterBy Jack J. Desemar Jr.The concept of teaming is becoming the dominant method to accomplish comprehensive--or convergent--financial planning.Teaming is the concept of different advisors from ...
May 22, 2003
ING Benefits Teams Up With ManulifeNU Online News Service, May 22, 2003, 11:54 a.m. EDT -- The Minneapolis-based employee benefits division of ING Groep N.V., Amsterdam, will be working ...
May 20, 2003
Principal Board Authorizes $300 Million Stock RepurchaseNU Online News Service, May 20, 2003, 10:26 a.m. EDT -- Principal Financial Group Inc., Des Moines, Iowa, says its board has given it ...
May 19, 2003
MetLife Fills Three Financial Oversight PositionsNU Online News Service, May 19, 2003, 5:10 p.m. EDT -- MetLife Inc., New York, has announced three executive changes related to financial oversight.The ...
May 14, 2003
Independent Financial Sets Up Annuity Order-Entry SystemNU Online News Service, May 14, 2003, 4:37 p.m. EDT -- Independent Financial Marketing Group Inc., Purchase, N.Y., says it has set up its ...
April 30, 2003
Thrivent Seeks 800 ProducersNU Online News Service, April 30, 2003, 5:23 p.m. EDT -- Thrivent Financial for Lutherans, Minneapolis, says it hopes to add 800 new financial ...
April 29, 2003
RewardsPlus Adds Mass. DistributorNU Online News Service, April 29, 2003, 12:24 p.m. EDT -- Mosse and Mosse Associates, Lynnfield, Mass., has agreed to help sell benefits-management automation ...
April 29, 2003
Cerberus, Quayle Work to Rehabilitate Japanese BanNEW YORK (HedgeWorld.com)--A company affiliated with distressed fund manager Cerberus Capital Management LP enlisted the help of former U.S. Vice President Dan Quayle in its...