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.
Kaplan To Acquire BISYS Education Unit
By Staff WriterNU Online News Service, April 7, 2005, 4:54 p.m. EDTAn arm of The Washington Post Company is scooping up a major financial services training ...
April 01, 2005
The Dale Brown GambitIndependent broker/dealers have always posed a conundrum for me. In my past life as editor of this magazine, I've given many awards for excellence to...
April 01, 2005
In the PipelineFor advisors, one of the most ballyhooed promises of the dot-com era has failed to materialize--account aggregation has not made significant headway. If you remember...
March 30, 2005
S&P Cuts AIG RatingsAmerican International Group Inc., New York, has lost its AAA long-term counterparty credit and senior debt ratings from Standard & Poor's Ratings Services.[@@]The New ...
March 30, 2005
Are You Getting What You Need From Your Brokerage Relationship?By David A. MacchiaIs your brokerage general agency (BGA) providing you with the tools and strategies you need to attract more clients and increase your ...
March 29, 2005
Greenberg To Quit As AIG ChairMaurice Greenberg, the head of American International Group Inc., New York, for nearly 40 years, has notified AIG in a letter that he will ...
March 28, 2005
Billingsley Returns To CeresNU Online News Service, March 28, 2005, 2:45 p.m. ESTCeres Group Inc., Cleveland, announced that its chief actuary has returned to the company after ...
March 25, 2005
Allstate Appoints President For Distribution UnitNU Online News Service, March 25, 2005, 10:50 a.m. ESTAllstate Insurance Company, Northbrook, Ill., has named a new head of it distribution system.[@@]