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.
GAO Releases Benefits System Checklist
By Allison BellGAO Releases Benefits System Checklist ByThe U.S. General Accounting Office has released a 395-question checklist that federal agencies, their inspectors and their auditors can use ...
September 16, 2002
CFP Board Names International Board MembersNU Online News Service, Sept. 16, 10:07 a.m. -- The Certified Financial Planner Board of Standards, Denver, and the International CFP Council have named ...
September 13, 2002
Western Financial Acquires Two Canadian AgenciesNU Online News Service, Sept. 13, 11:56 a.m. -- Western Financial Group Inc., Calgary, Alberta, has acquired two insurance agencies in Western Canada.The agencies ...
September 13, 2002
Seven stages revisitedBack in May of 1999, George Kinder became known as the author of The Seven Stages of Money Maturity (Dell); since then he's parlayed that...
September 13, 2002
GAO Releases Benefits System ChecklistNU Online News Service, Sept. 13, 6:15 p.m. -- The U.S. General Accounting Office has released a 395-question checklist that federal agencies, their inspectors ...
September 04, 2002
AICPA To Help Start Fraud InstituteNU Online News Service, Sept. 4, 3:15 p.m. -- The American Institute of Certified Public Accountants, New York, will be working with the Association ...
September 04, 2002
FISI Changes Name To ProgenyNU Online News Service, Sept. 4, 4:35 p.m. -- FISI-Madison Financial, Nashville, Tenn., a company that sells financial services and customer loyalty programs to ...
September 03, 2002
Survey: Consumers Slow To Act On Need For AdviceNU Online News Service, Sept. 3, 10:09 a.m. -- The recent stock market slump may have created a hidden market for professional financial advice, ...