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.
Hartford Offers Help To Sales Assistants
By Staff WriterOn line help offered to those who help advisors.
February 01, 2009
Moving and ShakingWhen Bob Dineen joined Lincoln Financial Network six years ago, the organization was losing huge money -- up to $70 million a year. Not only...
February 01, 2009
Sage CounselingPeter J. Wallison didn't need a crystal ball to foresee the train wreck that was approaching. For years, the former White House counsel and general counsel...
February 01, 2009
Teaming Up for ChangeThe three financial planning organizations--the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and the Certified Financial Planner Board of Standards...
January 31, 2009
Are you a Client Relations Management expert?Computers ... you either hate them or you love them. Client Relations Management (CRM) software is critical to effectively conducting seminars and converting prospects to customers. There are numerous systems available, from simple spreadsheets
January 30, 2009
Genworth Announces DividendA large financial services company says it will maintain dividend payments on a series of preferred stock.
January 29, 2009
Allstate, Lincoln To Cut JobsTwo financial services companies have announced moves to reduce employee counts.
January 29, 2009
CFP Board Announces 2009 Chair of Disciplinary and Ethics CommissionThe Board of Directors of Certified Financial Planner Board of Standards, Inc. (CFP Board), has announced the 2009 Chair and two new members to its...