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.
McCallen Quits FPA
By Staff WriterTuttle of Journal of Financial Planning becomes new executive director
January 08, 2004
Feds Offer Insurers Emergency Phone AccessNU Online News Service, Jan. 8, 2004, 5:21 p.m. EST -- Some insurers might be able to participate in the fight against terrorism by ...
January 01, 2004
Actuaries Do Some Chest-ThumpingByActuaries are ringing in the new year with a new message: "We are the architects of financial security."That new message will be sounded globally ...
January 01, 2004
Be A Sales Magnet To Wealthy SeniorsBe A Sales Magnet To Wealthy SeniorsByPeople 60 and over control 77% of the assets in America, but these wealthy people wont respond to the ...
December 30, 2003
Actuaries As ArchitectsNU Online News Service, Dec. 30, 2003, 5:52 p.m. EST -- Actuaries are ringing in the new year with a new message: they are ...
December 23, 2003
Jefferson Pilot To Use CSC Commission SoftwareNU Online News Service, Dec. 23, 2003, 5:23 p.m. EST -- Jefferson Pilot Financial, Greensboro, N.C., has agreed to use the Web-based PerformancePlus system ...
December 18, 2003
Manulife Head Discusses Hancock IntegrationNU Online News Service, Dec. 18, 2003, 5:32 p.m. EST -- Manulife Financial Corp., Toronto, must get approval from more than 160 regulators and ...
December 18, 2003
Will The Real Financial Planner Please Stand?Will The Real Financial Planner Please Stand?The TV series "Whats My Line" featured a real professional or practitioner and two imposters, and the audience was ...