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.
MarketSoft Launches Cross-Sales Software
By Staff WriterNU 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 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, ...
June 12, 2002
Hartford Names New Treasurer, ControllerNU Online News Service, June 12, 4:31 p.m. -- The Hartford Financial Services Group Inc., Hartford, has promoted John Giamalis to treasurer.Giamalis, who previously ...
June 05, 2002
Western & Southern Sponsors Tennis TournamentNU Online News Service, June 5, 12:03 p.m. -- Western & Southern Financial Group, Cincinnati, has reached an agreement to become the title sponsor ...
June 03, 2002
Lincoln Puts Name On Philadelphia Football StadiumNU Online News Service, June 3, 12:20 p.m. -- Lincoln National Corp., Fort Wayne, Ind., which now has its business headquarters in Philadelphia, has ...
May 31, 2002
Quotesmith Hires CFONU Online News Service, May 31, 12:23 p.m. -- Quotesmith Inc., Darien, Ill., a Web-based insurance broker, has hired Phillip Perillo to be its ...
May 30, 2002
National Financial Broker-Dealer Hires Sales VPNU Online News Service, May 30, 1:45 p.m. -- NFP Securities Inc., Austin, Texas, a broker-dealer, has hired Jim Manouse as vice president of ...
May 22, 2002
Nationwide Financial Turns Gartmore Stake Into GainNU Online News Service, May 22, 12:05 p.m. -- Nationwide Mutual Insurance Company, Columbus, Ohio, is helping Nationwide Financial Services Inc. generate a big ...