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.
LIMRA: Many African-Americans Want Money Advice
By Allison BellFinancial planners could have an edge in getting the business of African American consumers.[@@]A researcher at LIMRA International, Windsor, Conn., has published data supporting ...
February 01, 2005
Brand YourselfA handful of advisors take their personal likes and dislikes and incorporate them into their marketing. If you like babies, therefore, you would feature pictures...
February 01, 2005
Jamie OderSaunders & Associates Financial Management 3204 Long Prairie Road, Suite D Flower Mound, Texas 75022-2718 972-724-9644 [email protected] www.lpl.com/sa Age: 22 Title: manager, registered advisory representative Education: BA in financial planning, Kansas State University, 2004 Joined...
January 31, 2005
Benefits Program Designer Joins M BenefitNU Online News Service, Jan. 31, 2005, 4:38 p.m. ESTThe benefits arm of M Financial Group, Portland, Ore., has hired an executive who previously ...
January 27, 2005
NFP Acquires 8 FirmsNU Online News Service, Jan. 27, 2005, 5:24 p.m. ESTA purchaser of financial advisory firms finished 2004 by scooping up firms that generate a ...
January 19, 2005
Hartford To Back 3 More GolfersNU Online News Service, Jan. 19, 2005, 5:09 p.m. ESTA Connecticut insurer is adding a formidable threesome to its sports endorsement program.[@@]The insurer, Hartford ...
January 18, 2005
Principal, Ameritas Expand Dental NetworkNU Online News Service, Jan. 18, 2005, 4:10 p.m. ESTA major dental insurance team is adding 15,000 providers to its network.[@@]The team, a joint ...
January 14, 2005
Aegon USA Appoints 3NU Online News Service, Jan. 14, 2005, 3:15 p.m. ESTAegon N.V., the Hague, Netherlands, announced 3 new executive appointments by its U.S. subsidiary.[@@]Aegon USA ...