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.
Survey Shows Which Buyers To Target For Non-Traditional Products
By Steve PiontekSurvey Shows Which Buyers To Target For Non-Traditional ProductsByBoston Life insurers looking to sell non-traditional products would do best directing their efforts to affluent singles, ...
November 01, 2001
GE Financial Names National Sales LeaderNU Online News Service, Nov. 1, 2:03 p.m. -- GE Financial Assurance, Lynchburg, Va., has promoted Joan Cleveland to national sales leader for its ...
October 25, 2001
LOMA To Benchmark Insurer Call CentersNU Online News Service, Oct. 25, 11:10 a.m. -- LOMA, Atlanta, a nonprofit insurance management association, says it will work with BenchmarkPortal, Inc., Santa ...
October 21, 2001
Banks Find Investment Seminars Are Smart MarketingBanks Find Investment Seminars Are Smart Marketing ByInvestment seminars organized by banks and insurance companies are a good opportunity to sell products and to ...
October 16, 2001
John Hancock To Spur M&A EffortsNU Online News Service, Oct. 16, 10:01 a.m. -- John Hancock Financial Services Company, Boston, says it will step up its merger and acquisition ...
October 14, 2001
Society Adds CE Flexibility To Its Forum Next YearSociety Adds CE Flexibility To Its Forum Next Year ByAt the next Society of Financial Services Professionals' Financial Service Forum, agents will be able ...
October 09, 2001
Demutualization Can Cut Risk For Insurers, S&P SaysNU Online News Service, Oct. 9, 11 a.m. -- Standard & Poor's will adjust its ratings criteria for insurance companies that have materially reduced ...
October 08, 2001
S&P Sees Deepening Stress For Financial SystemsNU News Service, Oct. 8, 3:45 p.m. Fifteen international financial systems are either already experiencing stress or showing increased potential for future trouble, according ...