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.
Jackson National Unit Picks Pivot Annuity System
By Staff WriterNU Online News Service, July 29, 11:06 a.m. -- National Planning Holdings, Santa Monica, Calif., a large broker-dealer network, has agreed to use the ...
July 18, 2002
Prudential Uses DirectAdvice SoftwareNU Online News Service, July 18, 11:11 a.m. -- Prudential Financial Inc., Newark, N.J., is using software from DirectAdvice Inc., Hartford, to add a ...
July 18, 2002
Manulife Updates Advisor SiteNU Online News Service, July 18, 12:37 p.m. -- Manulife USA, Boston, a unit of Manulife Financial Corp., Toronto, has upgraded the financial advisor ...
July 16, 2002
OTS Lets InsurBanc ExpandNU Online News Service, July 16, 6:28 p.m. -- InsurBanc F.S.B., Farmington, Conn., has received permission from the federal Office of Thrift Supervision to ...
July 16, 2002
Survey: Clients Not Using Internet To Reach AdvisorsNU Online News Service, July 16, 3:04 p.m. -- Many high-income investors say they are using the Internet to research and track investments, but ...
July 15, 2002
Principal Financial In Deal With Western DentalNU Online News Service, July 15, 3:05 p.m. -- Employee benefits provider Principal Financial Group, Des Moines, Iowa, has signed an agreement with Western ...
July 11, 2002
Independent Financial To Distribute Planning ServicesNU Online News Service, July 11, 1:46 p.m. -- Independent Financial Marketing Group Inc., Purchase, N.Y., says it will be distributing Web-based financial planning ...
July 10, 2002
Publishers Put Up Financial Planning Web SiteNU Online News Service, July 10, 4:15 p.m. -- Unger Software Corp., New York, and Aspen Publishers Inc., New York, have put up a ...