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.
MetLife Courts Advisors With Sales Ideas
By Staff WriterNU Online News Service, Feb. 2, 2004, 1:25 p.m. EST -- MetLife Investors is using sales ideas to get the attention of financial advisors.[@@]The ...
January 30, 2004
JP Financial Updates Web SiteNU Online News Service, Jan. 30, 2004, 12:36 p.m. EST -- Jefferson Pilot Financial has updated its main Web site.[@@]Designers have organized separate sections ...
January 29, 2004
California Group Grades Privacy PoliciesNU Online News Service, Jan. 29, 2004, 1:13 p.m. EST -- A California group says 10 financial services companies have flunked its new privacy ...
January 26, 2004
NFP To Market Fusion Financial ServicesNU Online News Service, Jan. 26, 2004, 4:41 p.m. EST -- National Financial Partners Corp., New York, has agreed to market services from Fusion ...
January 26, 2004
Thrivent Recruits 650 AssociatesNU Online News Service, Jan. 26, 2004, 4:54 p.m. EST -- Thrivent Financial for Lutherans, Minneapolis, says it hopes to add 650 financial associates ...
January 26, 2004
Deloitte: Few 401(k) Participants Use Advice ProgramsNU Online News Service, Jan. 26, 2004, 3:15 p.m. EST -- Employers may not be getting much value from 401(k) plan financial counseling programs.[@@]When ...
January 23, 2004
Southeastern Fights AXA FinancialMONY DealNU Online News Service, Jan. 23, 2004, 11:06 a.m. EST -- A Southern money manager is trying to launch a proxy war against efforts ...
January 22, 2004
Nationwide Names Bank One Veteran CFONU Online News Service, Jan. 22, 2004, 12:47 p.m. EST -- Nationwide Financial Services Inc., Columbus, Ohio, has named M. Eileen Kennedy chief financial ...