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.
Understanding the Japanese-American Market
By Marcella De SimoneByWhen marketing to Asian-Americans, many financial services companies largely exclude Japanese-Americans.Ray Ting, managing director of Ray Ting and Associates, City of Industry, Calif., an office ...
October 01, 2002
Financial Analysis Firms Team UpNU Online News Service, Oct. 1, 12:15 p.m. -- Financial Research Corp., Boston, has agreed to work with Financial Information Group Inc., New York, ...
September 29, 2002
Minnesota GA: GLB Privacy Regs FailByWashington The Gramm-Leach-Bliley Act is not working to protect consumers from the misuse of their financial information, says Mike Hatch, the attorney general of ...
September 29, 2002
Litigation Is Public Enemy #1 For AgentsByCharlotte, N.C. Agents in the business today have many fears. Trying to keep current clients happy, continuously looking for new clients, and the fear of ...
September 26, 2002
Charter Hires MadockNU Online News Service, Sept. 26, 4:30 p.m. -- Charter Consulting Inc., Chicago, a management consulting firm, has hired Richard Madock to be director ...
September 24, 2002
Minnesota Official Blasts Gramm-Leach-BlileyNU Online News Service, Sept. 24, 4:47 p.m. -- WashingtonThe Gramm-Leach-Bliley Financial Services Modernization Act is not working to protect consumers from the misuse ...
September 23, 2002
AARP Honors Four Insurer-EmployersNU Online News Service, Sept. 23, 10:35 a.m. -- AARP, Washington, has included four insurers on a list of the United States' 15 best ...
September 23, 2002
NAIFA Names Interim CEONU Online News Service, Sept. 23, 4:10 p.m. -- The National Association of Insurance and Financial Advisors, Falls Church, Va., has hired James Benson ...