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.
Special Needs Advisor Joins Consortium
By Staff WriterNU Online News Service, June 29, 2004, 6:42 p.m. EDTEhlert Financial Group Inc., Vernon Hills, Ill., has agreed to join M Financial Group, Portland, ...
June 21, 2004
Foundation Schedules Government Plan CourseNU Online News Service, June 21, 2004, 12:22 p.m. EDTThe International Foundation of Employee Benefit Plans, Brookfield, Wis., will hold a course on public ...
June 08, 2004
AXA Gives Agent Workstations A MakeoverNU Online News Service, June 8, 2004, 6:26 p.m. EDT -- AXA Financial Inc. wants to transform its 5,500 agents' computers.[@@]The New York financial ...
June 03, 2004
Targeting Seniors? Talk To Senior HelpersBy"Why do the cell phone companies only make small cell phones?" asks a friend who works with older senior citizens. "My clients want to use ...
June 03, 2004
Penn Treaty Promotes Cloutier To CFONU Online News Service, June 3, 2004, 5:35 p.m. EDT -- Penn Treaty American Corp., Allentown, Pa., is replacing its chief financial officer.[@@]Mark Cloutier ...
June 03, 2004
Attacks Could Double Against Financial Companies' ComputersAttacks Could Double Against Financial Companies ComputersOutsiders may be launching twice as many attacks against big financial services companies computer systems this year.When researchers at ...
June 02, 2004
Hancock Brings Fifth-Graders To Mock ConventionNU Online News Service, June 2, 2004, 12:22 p.m. EDT -- John Hancock Financial Services Inc., Boston, will sponsor a mock political party convention ...
June 01, 2004
Marnie AznarMarnie Aznar Aznar Financial Advisors 14 Raymond Road Morris Plains, NJ 07950 Phone: 973-540-8850 Fax: 973-755-9196 www.aznarfinancialadvisors.com [email protected] Year practice began: 1999 Number of advisors in office: 1 Number of clients: 45 Compensation method(s): Fee-only (annual...