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.
Feds Schedule Public Financial Literacy Meeting
By Staff WriterNU Online News Service, Sept. 8, 2004, 5:10 p.m. EDTThe federal Financial Literacy and Education Commission will hold a public meeting 10:30 a.m. Sept. ...
September 03, 2004
LabOne CFO To Resign In March 2005NU Online News Service, Sept. 3, 2004, 2:23 p.m. EDTJohn McCarty plans to resign as chief financial officer of LabOne Inc., Lenexa, Kan., in ...
September 01, 2004
Embrace the Middle ClassShouldn't our profession serve all aspects of society? Annual studies of our industry show that professional financial advisors increasingly seek to serve the wealthy and...
August 31, 2004
MetLife Adds Disability Benefit Increase RiderNU Online News Service, Aug. 31, 2004, 3:21 p.m. EDTMetLife Inc., New York, has introduced an automatic increase benefit rider for some individual disability ...
August 30, 2004
Absolute Capital Names New DirectorSYDNEY, Australia (HedgeWorld.com)--Absolute Capital Group Ltd. appointed David Bleakley to a non-executive position on the firm's board of directors. Mr. Bleakley formerly was the founding chairman and managing director of Bleakleys Ltd., an Australian financial planning company. He currently serves as executive chairman of RetireInvest Pty Ltd., an Australian financial...
August 26, 2004
Feds To Develop Financial Literacy Education StrategyThe federal Financial Literacy and Education Commission wants members of the public to help it develop a national strategy for promoting basic financial literacy.[@@]Congress ...
August 20, 2004
FPA Hires Publishing DirectorNU Online News Service, Aug. 20, 2004, 3:55 p.m. EDTThe Financial Planning Association, Denver, has hired Ian Mackenzie to be publications director.[@@]Mackenzie previously was ...
August 18, 2004
Differentiating Yourself With Exemplary ServiceDifferentiating Yourself With Exemplary ServiceBy Craig J. CoffeyInternet pop-up ads. 1-800 numbers. Cold-calling salespeople. Mass-marketed financial planning models. Indeed, financial products and services are readily ...