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.
MONY Responds To Shareholder Pressure
By Allison BellNU Online News Service, Feb. 23, 2004, 10:17 p.m. EST -- Shareholder pressure has pushed The MONY Group Inc., New York, to change the ...
February 19, 2004
MONY Postpones AXA Deal MeetingNU Online News Service, Feb. 19, 2004, 6:15 p.m. EST -- A court ruling has forced The MONY Group Inc. to postpone a special ...
February 19, 2004
A Fee-Only Planner RespondsTo The Editor: In his Dec. 22/29, 2003 column in National Underwriter, Jack Bobo criticizes "fee-only [financial] planners who do not disclose that they ...
February 17, 2004
ChoicePoint Updates Customer Screening SoftwareNU Online News Service, Feb. 17, 2004, 12:34 p.m. EST -- ChoicePoint Inc., Alpharetta, Ga., has updated Bridger Insight, its customer screening software.[@@]The software ...
February 11, 2004
M Financial Hires Clark Inc. VeteranNU Online News Service, Feb. 11, 2004, 3:34 p.m. EST -- The benefits arm of M Financial Group, Portland, Ore., has hired an executive ...
February 05, 2004
AM&M Teams Up With M FinancialNU Online News Service, Feb. 5, 2004, 4:53 p.m. EST -- AM&M Financial Services Inc., Pittsford, N.Y., has become a provisional member of M ...
February 05, 2004
Murphy Succeeds Kerzner At Woodbury FinancialNU Online News Service, Feb. 5, 2004, 1:33 p.m. EST -- Woodbury Financial Services Inc. has picked Brian Murphy to be its new president.[@@]Murphy ...
February 02, 2004
Principal Seeks Benefit Program Award NomineesNU Online News Service, Feb. 2, 2004, 1:31 p.m. EST -- Principal Financial Group Inc., Des Moines, Iowa, is looking for 10 companies with ...