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.
Teslik Leaves CFP Board
By James J. GreenSarah Ball Teslik, who joined the CFP Board of Standards as CEO in 2004 and sparked many changes at the Board, has resigned from the...
October 25, 2006
Dental Program Lets Employers Mix And MatchGenworth Financial Inc. has introduced a flexible ancillary benefits product.Genworth, Richmond, Va., says employers that participate in its new Dual Select program can offer any ...
October 19, 2006
Nationwide Launches Recruiting CampaignA large financial services company is out looking for mid-level professionals.Nationwide Financial Network, a distribution arm of Nationwide Financial Services Inc., Columbus, Ohio, says it ...
October 19, 2006
Nationwide Launches Recruiting CampaignA large financial services company is out looking for mid-level professionals.Nationwide Financial Network, a distribution arm of Nationwide Financial Services Inc., Columbus, Ohio, says it ...
October 11, 2006
Leading Lights of the Profession Slam CFP Board ProposalsA host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...
October 08, 2006
How Soon We ForgetAt the recent National Association of Insurance and Financial Advisors convention, NAIFA CEO David Woods delivered a very somber report regarding the future of the ...
October 01, 2006
Listening to Two ClientsYou would think that Delmonico's Steakhouse, a landmark New York establishment around the corner from the New York Stock Exchange, would be a perfect place...
September 28, 2006
Banking Bill Tinkers With Marketing LimitsMembers of the House of Representatives voted 417-0 Wednesday to pass S. 2856, a bank regulation bill.Little of the bill appears to deal directly with ...