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.
The Principal Financial Group Introduces Annual Financial Checkup
By staff WriterAmericans' increasingly hectic lives leave many consumers with little time to develop a clear plan for their financial future. Recognizing the need for proactive financial planning, the Principal Financial Group, Des Moines, Iowa, has developed
July 06, 2007
Insurer Gets New LogoWestern & Southern Financial Group has hired a design firm to update its corporate identity.LPK Inc., Cincinnati, has helped Western & Southern, Cincinnati, replace its ...
July 01, 2007
CFP Board Adds Fiduciary RequirementThe Board of the Certified Financial Planner Board of Standards adopted on May 24 a revised version of its code of ethics, adding new...
July 01, 2007
Inherit the WindfallMoney is neither good nor bad. Anyone hoping to win the lottery would disagree. But that's what Susan Bradley, founder of Sudden Money Institute insists....
June 20, 2007
CFO Leaves StanCorpThe parent of Standard Insurance Company has announced the departure of a top executive.Cindy McPike, chief financial officer of StanCorp Financial Group Inc., Portland, Ore., ...
June 15, 2007
The King Is Dead: Long Live the KingI've received quite a few e-mails over the past two weeks regarding my June column on the CFP Board. Surprisingly, to me anyway, not one...
June 07, 2007
ACLI Asks For Help With Limits On Expansion In ChinaCongress and the Bush administration need to join to hold the Chinese government accountable for living up to its trade commitments, witnesses told the House ...
June 07, 2007
ACLI Asks For Help With Limits On Expansion In ChinaCongress and the Bush administration need to join to hold the Chinese government accountable for living up to its trade commitments, witnesses told the House ...