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.
Jamie Oder
By Staff WriterSaunders & 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 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 ...
January 14, 2005
Insurer Upgrades Bank Training ProgramAllstate Financial says it has streamlined its training program for bank financial advisors to make it easier to use.[@@] The company is a business ...
January 12, 2005
Mellon Adds 401(k) Account Management ServicesNU Online News Service, Jan. 12, 2005, 3:01 p.m. ESTA Pittsburgh bank is expanding its relationship with Financial Engines Inc., Palo Alto, Calif.[@@]The Human ...
January 05, 2005
Genworth Licenses Document SoftwareNU Online News Service, Jan. 5, 2005, 3:43 p.m. ESTA Richmond, Va., insurer has agreed to use a new "content processing" system from Document ...
January 03, 2005
New York: Join Security Information ProgramNU Online News Service, Jan. 3, 2005, 6:52 p.m. ESTEmpire State regulators are promoting a group that can help financial services companies learn about ...