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.
Executives Acquire Annuity Marketer
By Staff WriterManagers of Talbot Financial Network have helped a buyout group buy the firm from Hub International Ltd.Hub, Chicago, a large insurance brokerage, acquired Talbot Financial ...
January 01, 2006
Two Steps Back?I have to admit that I don't go to too many sessions at industry conferences these days. The nuts and bolts planning presentations rarely have...
December 28, 2005
Moody%27s%3A Few Insurers DefaultAnalysts at a major rating agency say the banks and insurers the firm rates tend to be more stable than the other companies in ...
December 20, 2005
CPAs, CFAs Seen As Honest CounselorsInvestors gave certified public accountants the highest score for being trustworthy advisors, followed by certified financial planners, according to a new study.[@@]Among investors surveyed ...
December 13, 2005
Pru Backs New Orleans Jazz GroupPrudential Financial Inc. has agreed to spend a total of $500,000 to help save a major New Orleans musical group.[@@]Prudential, Newark, N.J., will be ...
December 05, 2005
West Coast Bank Unit Gets New PresidentA California financial services company is promoting 2 insurance subsidiary executives.[@@]The company, Greater Bay Bancorp, East Palo Alto, Calif., has named Frederick de Grosz, ...
December 01, 2005
Disability Insurer Backs Ski EventHartford Financial Services Inc. is returning as the sponsor of a major winter sports gathering for people with disabilities.[@@]The 1-week Hartford Ski Spectacular is ...
December 01, 2005
Schultz Financial Group, Inc.160 West Huffaker Lane Reno, Nevada 89511 775-850-5620 www.schultzfinancialgroup.com Russell C. Schultz, CFP President Vicki P. Schultz, CFP Executive Vice President