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.
CFP Board Names International Board Members
By Staff WriterNU Online News Service, Sept. 16, 10:07 a.m. -- The Certified Financial Planner Board of Standards, Denver, and the International CFP Council have named ...
September 13, 2002
GAO Releases Benefits System ChecklistNU 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 04, 2002
AICPA To Help Start Fraud InstituteNU Online News Service, Sept. 4, 3:15 p.m. -- The American Institute of Certified Public Accountants, New York, will be working with the Association ...
September 04, 2002
FISI Changes Name To ProgenyNU Online News Service, Sept. 4, 4:35 p.m. -- FISI-Madison Financial, Nashville, Tenn., a company that sells financial services and customer loyalty programs to ...
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...