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.
OTS Lets InsurBanc Expand
By Trevor ThomasNU Online News Service, July 16, 6:28 p.m. -- InsurBanc F.S.B., Farmington, Conn., has received permission from the federal Office of Thrift Supervision to ...
July 11, 2002
Independent Financial To Distribute Planning ServicesNU Online News Service, July 11, 1:46 p.m. -- Independent Financial Marketing Group Inc., Purchase, N.Y., says it will be distributing Web-based financial planning ...
July 10, 2002
Publishers Put Up Financial Planning Web SiteNU Online News Service, July 10, 4:15 p.m. -- Unger Software Corp., New York, and Aspen Publishers Inc., New York, have put up a ...
July 09, 2002
Survey: Advisor Clients Care About More Than ReturnsNU Online News Service, July 9, 11:04 a.m. -- High-income investors say they care about as much about financial advisors' efforts to communicate as ...
July 03, 2002
Todd To Support Hancock LTC Sales ProgramNU Online News Service, July 3, 12:43 p.m. -- John Hancock Financial Services Inc., Boston, has hired Todd Benefits Group Inc., Saco, Maine, to ...
July 03, 2002
Two Firms Join Marketing GroupNU Online News Service, July 3, 12:20 p.m. -- The M Financial Group, Portland, Ore., a financial-services sales marketing coalition, has added two new ...
July 02, 2002
ACLI To Help Sponsor ForumNU Online News Service, July 2, 3:50 p.m. -- The American Council of Life Insurers, Washington, will help sponsor the first Global Financial Leadership ...
June 27, 2002
Lincoln Financial To Sponsor Ethics AwardNU Online News Service, June 27, 11:34 a.m. -- The Society of Financial Service Professionals, Bryn Mawr, Pa., says Lincoln Financial Advisors Corp., Hartford, ...