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: Advisor Clients Care About More Than Returns
By Staff WriterNU Online News Service, July 9, 11:04 a.m. -- High-income investors say they care about as much about financial advisors' efforts to communicate as ...
July 02, 2002
ACLI To Help Sponsor ForumNU Online News Service, July 2, 3:50 p.m. -- The American Council of Life Insurers, Washington, will help sponsor the first Global Financial Leadership ...
June 27, 2002
Lincoln Financial To Sponsor Ethics AwardNU Online News Service, June 27, 11:34 a.m. -- The Society of Financial Service Professionals, Bryn Mawr, Pa., says Lincoln Financial Advisors Corp., Hartford, ...
June 26, 2002
PlanAnalytics Announces 12 New, Renewed ContractsNU Online News Service, June 26, 12:43 p.m. -- PlanAnalytics Inc., Mendota Heights, Minn., says 12 401(k) plan providers and advisor groups have agreed ...
June 21, 2002
CFP Board Starts HR Education ProgramNU Online News Service, June 21, 12:44 p.m. -- The Certified Financial Planning Board of Standards, Denver, has set up the Workplace Education Program ...
June 19, 2002
Lutheran Society Members Approve New NameNU Online News Service, June 19, 6:25 p.m. -- The Aid Association for Lutherans/Lutheran Brotherhood, Appleton, Wis., says 79% of the members who voted ...
June 17, 2002
MarketSoft Launches Cross-Sales SoftwareNU 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 17, 2002
Financial Interactive Signs Two CustomersNU Online News Service, June 17, 11:45 a.m. -- Financial Interactive Inc., San Francisco, a company that develops fund administration systems, has licensed its ...