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.
There Are True Fee-Only Planners
By Staff WriterThere Are True Fee-Only Planners To The Editor: In a column in the Dec. 22/29 issue of National Underwriter, Jack Bobo criticizes "fee-only [financial] planners ...
January 15, 2004
Soccer Pro Turns Financial AdvisorNU Online News Service, Jan. 15, 2004, 4:14 p.m. EST -- The Financial Solutions Network L.L.C., Dublin, Ohio, has hired Tom Presthus, a former ...
January 14, 2004
Waddell & Reed Rejects NASD VA ChargesNU Online News Service, Jan. 14, 2004, 5:55 p.m. EST -- The NASD, Washington, is accusing a broker-dealer subsidiary of Waddell & Reed Financial ...
January 13, 2004
McCallen Quits FPATuttle of Journal of Financial Planning becomes new executive director
January 09, 2004
MONY Schedules Vote On AXA OfferNU Online News Service, Jan. 9, 2004, 1:14 p.m. EST -- The MONY Group Inc., New York, has scheduled a special stockholder meeting for ...
January 09, 2004
LOMA Schedules Education DayNU Online News Service, Jan. 9, 2004, 4:09 p.m. EST -- LOMA, Atlanta, has scheduled LOMA Education Day for Jan. 14.[@@]LOMA, a financial services ...
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 ...