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.
Calif. Lawmakers Amend Privacy Bill
By Staff WriterNU Online News Service, June 6, 2003, 4:01 p.m. EDT -- The California Assembly Banking and Finance Committee has approved amendments to S.B. 1, ...
June 04, 2003
Keynote Schedules Web Strategy SeminarNU Online News Service, June 4, 2003, 3:48 p.m. EDT -- Keynote Systems Inc., San Mateo, Calif., is hosting a free seminar about strategies ...
June 04, 2003
Financial Profiles Buys StatiaFXNU Online News Service, June 4, 2003, 4:15 p.m. EDT -- Financial Profiles Inc., Carlsbad, Calif., says it has bought StatiaFX Inc., Portland, Ore.Financial ...
June 03, 2003
AXA To Market Through Female Executive GroupNU Online News Service, June 3, 2003, 11:05 a.m. EDT -- The National Association For Female Executives, New York, has named AXA Advisors L.L.C., ...
June 03, 2003
Survey: Consumers Claim To Research Financial Decisions ThoroughlyNU Online News Service, June 3, 2003, 12:49 p.m. EDT -- Many consumers say they perform thorough research before making important financial services decisions, ...
May 28, 2003
Fiserv To Offer Surcharge-Free Payroll Card ATM AccessNU Online News Service, May 28, 2003, 11:21 a.m. EDT -- Fiserv Inc., Brookfield, Wis., says workers will soon be able to use its ...
May 25, 2003
Teaming Dynamics Are Key To Convergent PracticeBy 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 25, 2003
Cross-Sell To Your Clients, But Don't Oversell Your AbilityCross-Sell To Your Clients, But Dont Oversell Your AbilityBy Charles R. DuncanSo, you really want to cross-sell? Youre convinced that customers want a central source ...