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.
Changes
By Staff WriterSecurities and Exchange Commissioner Annette Nazareth announced October 2 her intention to leave the Commission to return to the private sector. With Nazareth's departure, the...
October 31, 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
October 17, 2007
Elder Protection May Offer Advisors A Chance To Shine: TowerGroupPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...
October 17, 2007
Elder Protection May Offer Advisors A Chance To Shine: TowerGroupPressure from regulators and legislatures to protect the nest eggs of elderly investors from unscrupulous advisors could be a chance for financial service firms to ...
October 16, 2007
Michigan Commissioner To Join Accounting FirmLinda Watters is leaving her post as commissioner of the Michigan Office of Financial and Insurance Services.Watters, who has been the Michigan insurance commissioner since ...
October 15, 2007
Transamerica Extends Sponsorship Of GolferA financial services company will be backing a well-known athlete for at least 5 more years.Transamerica, Cedar Rapids, Iowa, and its parent, AEGON N.V., The ...
October 15, 2007
Lincoln Calls On You To Advise YouAn insurer is trying to help potential customers get in touch with their future selves.Lincoln National Corp., Philadelphia, says its new "Hello future" television ads ...
October 10, 2007
Analyst Ponders A Canadian Insurer's Shopping ListThe Financial Post of Toronto quotes a market watcher who thinks Manulife Financial Corp. is ready to make another deal for a U.S. insurer.Manulife, Toronto, ...