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.
Sorry, Bob. They Still Don't Get It
By Staff WriterI enthusiastically endorse the fee-only concept, and share most of Bob Clark's observations about the National Association of Personal Financial Advisors (June 2005, "Rebels Without...
August 25, 2005
American Epress To Spin Off Advisor UnitAmerican Express Company says it plans to spin off its financial advisors business.[@@]The company's board of directors authorized the spinoff of Ameriprise Financial Inc. ...
August 24, 2005
Highline Media, NUs Parent Company, Buys Wealth ManagerFlag: On The Grow AgainHighline Media, parent company of National Underwriter, last week acquired Wealth Manager magazine from Bloomberg L.P. Terms of the deal ...
August 22, 2005
Genworth Financial Names ControllerGenworth Financial Inc. has hired Scott R. Lindquist as vice president and controller. [@@]Lindquist joins Genworth, Richmond, Va., from the Phoenix Companies, Hartford, where ...
August 18, 2005
NFP Shareholders Price Stock SaleNational Financial Partners Corp. says holders of restricted shares of its common stock will be selling 6.4 million shares to the public at a ...
August 16, 2005
BISYS Replaces CFOBISYS Group Inc., a support services firm that has been struggling to get its own financial reporting in order, has hired a new chief ...
August 15, 2005
The Exodus ContinuesCompanies are leaving the financial supermarket concept behindBy Jack BoboWhen the late Walter Wriston was CEO of Citibank, he was a champion of the concept ...
August 10, 2005
Marketing Network Adds Miami FirmPremier Partners L.L.C. has become a provisional member of M Financial Group, Portland, Ore.[@@]Premier advises wealthy clients in Brazil, Mexico and the Dominican Republic. ...