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.
AXA To Market Through Female Executive Group
By Staff WriterNU Online News Service, June 3, 2003, 11:05 a.m. EDT -- The National Association For Female Executives, New York, has named AXA Advisors L.L.C., ...
May 25, 2003
Teaming Dynamics Are Key To Convergent PracticeBy Jack J. Desemar Jr.The concept of teaming is becoming the dominant method to accomplish comprehensive--or convergent--financial planning.Teaming is the concept of different advisors from ...
May 25, 2003
Cross-Sell To Your Clients, But Don't Oversell Your AbilityCross-Sell To Your Clients, But Dont Oversell Your AbilityBy Charles R. DuncanSo, you really want to cross-sell? Youre convinced that customers want a central source ...
May 25, 2003
Integrated Financial Services: The New Client Preference ModelIntegrated Financial Services: The New Client Preference ModelBy Christopher W. TomecekThe past three years have been difficult ones for professionals and clients in almost every ...
May 22, 2003
ING Benefits Teams Up With ManulifeNU Online News Service, May 22, 2003, 11:54 a.m. EDT -- The Minneapolis-based employee benefits division of ING Groep N.V., Amsterdam, will be working ...
May 20, 2003
Principal Board Authorizes $300 Million Stock RepurchaseNU Online News Service, May 20, 2003, 10:26 a.m. EDT -- Principal Financial Group Inc., Des Moines, Iowa, says its board has given it ...
May 19, 2003
MetLife Fills Three Financial Oversight PositionsNU Online News Service, May 19, 2003, 5:10 p.m. EDT -- MetLife Inc., New York, has announced three executive changes related to financial oversight.The ...
May 14, 2003
Independent Financial Sets Up Annuity Order-Entry SystemNU Online News Service, May 14, 2003, 4:37 p.m. EDT -- Independent Financial Marketing Group Inc., Purchase, N.Y., says it has set up its ...