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.
The Future's Coming, Ready or Not
By Staff WriterI am deeply honored that on the occasion of Investment Advisor magazine's 25th anniversary, the editors would ask me to share a personal reflection about...
November 23, 2005
Philadelphia Insurer Contributes To WHYYA foundation affiliated with Lincoln National Corp. has donated $750,000 to a public television station.[@@]The foundation made the grant to the station, WHYY, Philadelphia, ...
November 11, 2005
Insurer Publishes Roth Plan ToolsHartford Financial Services Group Inc. has developed a collection of educational materials for agents, employers and employees interested in the new Roth 401(k) plans.[@@]The ...
November 09, 2005
Fiserv Announces Departures Of President And CFOFiserv Inc. says 2 top executives are leaving.[@@]Fiserv, Brookfield, Wis., a major financial services technology company, says Leslie Muma will be retiring as president ...
November 02, 2005
Search Firm Names CFOThe Jacobson Group has hired Jim Farmer to be chief financial officer and head of information technology.[@@]The Jacobson Group, Chicago, finds executives and other ...
November 02, 2005
Carter To Lead Nationwide Distribution UnitNationwide Financial Inc. has hired John Carter to be senior vice president of non-affiliated sales and president of Nationwide Financial Distributors Inc.[@@]Richard Karas, the ...
November 02, 2005
Are Boomers Always The Me Generation? Maybe Not.Baby boomers are not always associated with the concept of putting others first. Hence, their moniker, "the Me generation."But a new survey casts some ...
November 01, 2005
Bachus%2C Baker And Pryce Vie To Succeed OleyU.S. House Financial Services Committee Chairman Michael Oxley, R-Ohio, says he plans to retire when his current term ends in January 2007.[@@]"From President Reagan ...