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.
AXA Actuary Moves To Deloitte
By Staff WriterDeloitte Consulting L.L.P. has hired S. Michael McLaughlin to be the leader of its U.S. life actuarial practice.[@@]McLaughlin also will oversee the coordination of ...
September 14, 2005
AXA To Sell AdvestMerrill Lynch & Company Inc. has agreed to acquire Advest Group Inc., an investment firm, from AXA Financial for $400 million in cash.[@@]MONY Group ...
September 09, 2005
Helping Fellow Advisors After KatrinaFPA Web site to serve as clearinghouse for advisor-to-advisor aid
September 08, 2005
Agent Appeals For Help With Relief EffortAn insurance agent in Louisiana is asking for help from producers and financial advisors for survivors of Hurricane Katrina.[@@]Robelynn Abadie, chief executive of Abadie ...
September 01, 2005
Sorry, Bob. They Still Don't Get ItI enthusiastically endorse the fee-only concept, and share most of Bob Clark's observations about the National Association of Personal Financial Advisors (June 2005, "Rebels Without...
September 01, 2005
THE GLUCK REPORT, Part III: Planning Software Test DrivesSeems like every time you look, a new financial planning software application is being offered. This month, we present a review of Oltis Software LLC's...
August 29, 2005
Program To Offer Voluntary Benefits PlanningThe Principal Financial Group Inc. is offering free financial advice through the workplace.[@@]Principal, Des Moines, Iowa, says its new Work Secure program will help ...
August 25, 2005
American Epress To Spin Off Advisor UnitAmerican Express Company says it plans to spin off its financial advisors business.[@@]The company's board of directors authorized the spinoff of Ameriprise Financial Inc. ...