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.
Fighting Max-Mortgage Madness
By Linda Koco"Max out your home equity line before your lender cuts off the limit...(and) stop making extra mortgage payments and take out a mortgage even if ...
September 16, 2005
AXA Actuary Moves To DeloitteDeloitte Consulting L.L.P. has hired S. Michael McLaughlin to be the leader of its U.S. life actuarial practice.[@@]McLaughlin also will oversee the coordination of ...
September 15, 2005
Strategist Rises At AXA FinancialAXA Financial Inc. has promoted Andrew McMahon to executive vice president and put him on its executive management committee.[@@]McMahon, who began working for AXA ...
September 15, 2005
AIG Broker-Dealer Network Adds RecruiterAIG Advisor Group Inc. has hired Joshua Hayes to be a senior recruiter for its FSC Securities Corp. broker-dealer network.[@@]AIG Advisor, Atlanta, a distribution ...
September 14, 2005
AXA To Sell AdvestMerrill Lynch & Company Inc. has agreed to acquire Advest Group Inc., an investment firm, from AXA Financial for $400 million in cash.[@@]MONY Group ...
September 09, 2005
Helping Fellow Advisors After KatrinaFPA Web site to serve as clearinghouse for advisor-to-advisor aid
September 08, 2005
Agent Appeals For Help With Relief EffortAn insurance agent in Louisiana is asking for help from producers and financial advisors for survivors of Hurricane Katrina.[@@]Robelynn Abadie, chief executive of Abadie ...