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 Wave
By Bill MillerThe big wave is starting to break. I'm talking, of course, about the wave of baby boomers who are just now beginning to retire. That...
March 22, 2007
MDRT Gives To FSP FoundationThe Million Dollar Round Table Foundation is donating $10,000 to the Foundation for Financial Service Professionals.The foundation, affiliated with MDRT, Park Ridge, Ill., gave the ...
March 21, 2007
$10k MDRT Grant to Benefit FSP's Financial Education PartnersThe Foundation for Financial Service Professionals, Newtown Square, Penn., has received a $10,000 grant from the Million Dollar Round Table (MDRT) Foundation. The grant will be used to support the Financial Education Partners (FEP) program,
March 21, 2007
Executive Comp Firm Joins Marketing ConsortiumVisionLink Corporate Insurance Services L.L.C. has become a provisional member of M Financial Group.VisionLink, Irvine, Calif., is an executive compensation and benefits funding consulting firm.The ...
March 16, 2007
Ameriprise Refuels Buyback OperationA large financial services company says it has set aside cash for investing in its own shares.Ameriprise Financial Inc., Minneapolis, says its board has approved ...
March 12, 2007
CFP Board Issues Revised Ethical Standards ProposalAfter unleashing a firestorm of controversy with its initial proposed revision to the CFP Board's Standards of Professional Conduct last July, the Board released a second exposure draft on March 9 during a meeting and Webcast from the Brown Palace Hotel in Denver.
March 05, 2007
Directors Reject Management Bid For Senior Products CompanyA board committee at Universal American Financial Corp. has decided against approving an offer for the company from an investor team led by company Chairman ...
March 01, 2007
Ameriprise Adds to CFP Focus as Barnash Joins Firm in ChicagoThanks to patience, persis-tence and some necessity, Ameriprise Financial has hired former Financial Planning Association chairman and president Jim Barnash, 52, to head up its...