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.
Pru To Host Volunteer Event
By Staff WriterPrudential Financial Inc. has scheduled its 14th annual Global Volunteer Day for Oct. 4.Prudential, Newark, N.J., says it expects more than 32,000 employees, relatives of ...
September 19, 2008
Massive Federal Bailout on the WayIn a bid to stem the mammoth financial crisis the U.S. is now facing, top members of the Treasury Department and Federal Reserve are hammering out with Congress a plan to create a government agency that would buy distressed mortgages from banks and other financial institutions at discount prices.
September 18, 2008
Stock Index Drops AIGKraft Foods Inc. will replace American International Group in the Dow Jones Industrial Average Monday, the publisher of the average says.The change was prompted by ...
September 15, 2008
Who's on Deck?Following the demise this year of Bear Stearns, the federal takeover of Fannie Mae and Freddie Mac, the bankruptcy filing of Lehman Brothers, and the...
September 11, 2008
Integrity Emphasizes Planning HelpA company known for selling annuities is trying to use the Web to position itself as a source of "consultative financial strategies."Integrity Life Insurance Company, ...
September 01, 2008
Taking the "I" Out of TeamTony Purpero's enthusiasm for the team advice concept is apparent in his voice when talks about his experiences at Partnervest; the benefits to the client...
September 01, 2008
Managing Mental DeclineWhat do you do when an older client begins to phone you repeatedly, asking over and over for information that she has already heard? In Bethesda,...
September 01, 2008
The Global PlannerHere's a startling statistic: By the end of this year, the number of non-U.S. CFP certificants will likely surpass the number of U.S. certificants. It's...