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.
Focus Financial Acquires U.K. Wealth Manager
By James J. GreenFocus Financial Partners has agreed to acquire Manchester, England-based Greystone Financial Services Ltd., making the U.K. wealth management firm the 15th "partner firm" in the Focus Financial stable. Greystone advises on some $1.6 billion in assets from about 5,000 clients; the acquisition is expected to close April 1.
February 05, 2008
Principal Launches Seventh Benefits ContestA Des Moines, Iowa, insurer is looking for 10 small and midsize employers with great benefits programs.The insurer, Principal Financial Group Inc., is seeking entries ...
February 01, 2008
Love Is in the AirNo month shouts "LOVE" like February. If you happen to sell roses, or your last name is Hallmark, you know what I'm talking about. The...
January 31, 2008
Networking makes for profitable referralsI recently went through a mental exercise that exemplified the power of referrals and networking.
January 29, 2008
Principal Publishes Benefits Best Practices GuideAn insurer has come out with a new edition of a booklet aimed at small business owners and their group insurance advisors.Principal Financial Group Inc., ...
January 21, 2008
How advisors are failing their clients60%: Percentage of advisors surveyed who are not currently charging for financial plans. 70%: Percentage of advisors surveyed who say they spend 20 percent of each work week completing paperwork. 73%: Percentage of advisors surveyed w
January 18, 2008
PrimeVest Teams With RecruiterPrimeVest Financial Services has agreed to help market recruiting services from Human Capital Resources Inc. to banks and other financial institutions.Paul Werlin, president of HCR, ...
January 11, 2008
Greenspan to Speak at Pershing's INSITE '08Pershing LLC, a unit of the Bank of New York, will showcase a variety of financial, economic, political and other developments during INSITE 2008, a financial products and services conference set to t