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.
Integrated Financial Services: The New Client Preference Model
By Staff WriterIntegrated Financial Services: The New Client Preference ModelBy Christopher W. TomecekThe past three years have been difficult ones for professionals and clients in almost every ...
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...
April 29, 2003
Online Foreign Exchange Trading Is on the RiseGREENWICH, Conn. (HedgeWorld.com)--According to research done by Greenwich Associates, one quarter of the world's corporate and financial institutions are trading foreign exchange instruments online. Greenwich conducted...
April 17, 2003
Blues Bounce Back, Conning SaysNU Online News Service, April 17, 10:15 a.m. -- Blue Cross Blue Shield plans have become a formidable competitor with national commercial insurers and ...