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.
Prudential Completes Note Offering
By Staff WriterA large insurer says it has finished selling debt to institutional investors.Prudential Financial Inc., Newark, N.J., has placed $3 billion in convertible senior notes that ...
November 21, 2007
FPA Calls for Major Regulatory ReformIn a long, comprehensive comment letter filled with references to the history of financial regulation in the United States, the Financial Planning Association told the Treasury Department on Nov. 16 that it agreed with Treasury's plans to review the current financial regulatory structures, "along with ways to improve efficiency, reduce...
November 14, 2007
New Leadership for FPAThe Financial Planning Association announced November 12 that Richard Salmen of GTrust Financial Partners in Overland Park, Kansas, is the president-elect of the 29,000-member planners'...
November 14, 2007
Insurer May Buy Back StockPrudential Financial Inc. says it could spend up to $3.5 billion on buying back shares of common stock in 2008.A year ago, Prudential, Newark, N.J., ...
November 06, 2007
Hartford Promotes Tools For Parents With Special NeedsA financial services company is trying to draw attention to the services it can offer parents with children who suffer from mental disabilities or severe ...
November 05, 2007
Pru Helps Nonprofits Include People With DisabilitiesPrudential Financial Inc. is helping the National Organization on Disability honor 5 groups for promoting opportunities for people with disabilities.Prudential, Newark, N.J., will be providing ...
November 05, 2007
Reese To Lead Examiner GroupDarryl Reese is the new president of the Society of Financial Examiners.Reese has served as the Delaware Insurance Department's chief financial examiner.The SFE, Altamonte Springs, ...
November 01, 2007
Punch up your presentationsSales presentation. Those words, let's face it, strike something like terror in the hearts of too many financial advisors. That's because they find themselves confronted by a basic question. "What do you actually do and say in front of