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.
Disability Insurer Backs Ski Event
By Staff WriterHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.The 1-week Hartford Ski Spectacular is scheduled ...
November 19, 2006
Program Directors Upbeat On Changes At CFP BoardEducational directors of programs leading to the Certified Financial Planner designation breathed a collective sigh of relief following the departure of the CFP Board of ...
November 08, 2006
FPA Supports Credential MoveThe Financial Planning Association has endorsed efforts by the Massachusetts Securities Division to regulate use of professional designations.The FPA, Denver, represents holders of a variety ...
November 08, 2006
SEC Announces Shelf Space SettlementFederal regulators have imposed $55 million in penalties on mutual fund and variable annuity units of a large financial services company.The U.S. Securities and Exchange ...
November 01, 2006
Tell Us How You Really FeelI read your article "Board to Death: Reloaded," (Bob Clark's monthly column, Clark at Large) in the September 2006 issue, and am not really sure...
November 01, 2006
Teslik Leaves CFP BoardSarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the...
November 01, 2006
Plug 'N PlayWhen looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...
October 25, 2006
Stop-Loss Specialist Acquires CompetitorA Southeastern firm that supplies stop-loss insurance for employer-funded health plans has bought a smaller stop-loss firm.Cairnstone Inc., Miami, has acquired CapRisk L.L.C., Lancaster, Pa., ...