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.
Hancock Creates 3 Financial Pro Classes
By Staff WriterA financial services distributor is offering the people who sell its products a choice about how to relate to it.John Hancock Financial Network, Boston, a ...
November 11, 2008
FPA Names New LeadershipIn addition, six new members were elected to its board of directors - Michael Branham, CFP; Diana DeCharles, CFP; Paula Hogan, CFP, CFA; David "Dusty" Huxford, Jr.; Martin Kurtz, CFP;AIFA; and Michael
November 11, 2008
Marketing Group Adopts Hosted StrategyM Financial Group, a life insurance distribution consortium, is letting E-Z Data Inc. run the company's SmartOffice agency management system on its own computers.M Financial, ...
November 11, 2008
Marketing Group Adopts Hosted StrategyM Financial Group, a life insurance distribution consortium, is letting E-Z Data Inc. run the company's SmartOffice agency management system on its own computers.M Financial, ...
November 10, 2008
Treasury Official Explains AIG Aid ChangesThe U.S. Treasury Department has given American International Group Inc. an improved rescue package to shore up the financial system, according to Neel Kashkari.Kashkari, the ...
November 10, 2008
Treasury Official Explains AIG Aid ChangesThe U.S. Treasury Department has given American International Group Inc. an improved rescue package to shore up the financial system, according to Neel Kashkari.Kashkari, the ...
November 07, 2008
Hartford B-D Arm Cuts Incentive TripsWoodbury Financial Services Inc. says it will beef up Web education programs and other education programs but suspend use of vacations as a motivator.Woodbury Financial, ...
November 07, 2008
Hartford B-D Arm Cuts Incentive TripsWoodbury Financial Services Inc. says it will beef up Web education programs and other education programs but suspend use of vacations as a motivator.Woodbury Financial, ...