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.
NFP To Scoop Up Disability MGU
By Staff WriterNational Financial Partners Corp. has agreed to buy the assets of Pro Financial Services Inc., a managing general underwriter that provides high-limit disability insurance for ...
September 06, 2007
Lower Prices at Vanguard for Larger ClientsFor investors who have $100,000 to $1 million-plus at Vanguard, the news is good: reduced costs for brokerage and planning, broader services, and for the highest bracket, access to some mutual funds that had been closed. For advisors, perhaps this is yet another layer of competition for customers and assets.
September 02, 2007
Calling On Orphan LeadsInsurance and financial services companies are doing a smart thing: They are reaching out to their "orphan" clients more aggressively than ever. Any person who ...
September 01, 2007
Through the YearsThis is the 17th year that Investment Advisor readers have chosen Broker/Dealers of the Year. During the first four years of voting, the top five...
September 01, 2007
Save Them From ThemselvesI don't often review books in these pages. For one thing, there are better forums for such pieces, and for another, there are very few...
September 01, 2007
Simplifying Financial ReportingThe SEC's Advisory Committee on Improvements to Financial Reporting held its first meeting August 2 at SEC headquarters in Washington to discuss ways to tackle...
August 24, 2007
Spreading Financial LiteracyThe Financial Planning Association and Junior Achievement Worldwide have joined forces to provide educational programs that help improve the financial literacy of America's youth.
August 23, 2007
FSP Announces Chapter of the Year RecipientsThe Society of Financial Service Professionals (FSP), Newtown, Pa., announced the winners of its 2006 - 2007 Excellence in Chapter Achievement Awards. Listed below are the recipients of the Chapter of the Year award and the first runner up in