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.
CFP Board Advises Against Advisor-Client Loans
By Staff WriterNU Online News Service, June 21, 11:05 p.m. -- The Certified Financial Planner Board of Standards, Denver, says advisors who hold the Certified Financial ...
June 13, 2001
United Insurance To Merge With RowndNU Online News Service, June 13, 11:30 a.m. -- United Insurance Agency Inc., Williamsville, N.Y., a subsidiary of UNB Corp., Canton, Ohio, says it ...
June 10, 2001
Notification Is Just The Tip Of The Privacy IcebergNotification Is Just The Tip Of The Privacy Iceberg "The bad news is that there is a whole new world of [privacy] compliance and you ...
June 01, 2001
MONY Cuts 155 Brokerage-Processing Jobs At AdvestNU Online News Service, June 1, 2:15 p.m. -- The MONY Group Inc., New York, says its newly acquired Advest Inc. financial advisory subsidiary ...