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.
Web Executive To Serve As HumanaDental CFO
By Staff WriterNU Online News Service, July 17, 3:35 p.m. -- Humana Inc., Louisville, Ky., has picked Mark Matzke to serve as chief financial officer for ...
June 29, 2001
Essex Signs North Fork Bank As ClientNU Online News Service, June 29, 4:42 p.m. -- Essex Corp., New York, a third-party marketer and wholesaler of financial products to banks, says ...
June 28, 2001
Brochure Offers Advice For Clients Of Financial PlannersNU Online News Service, June 28, 9:45 a.m. -- The Certified Financial Planner Board of Standards, Denver, is offering a free brochure, "Your Rights ...
June 21, 2001
CFP Board Advises Against Advisor-Client LoansNU 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 19, 2001
Wiesenberger Using Financeware.com Monte Carlo ToolsNU Online News Service, June 19, 10:05 a.m. -- Thomson Financial/Wiesenberger, Rockville, Md., has agreed to use statistical modeling tools from Financeware.com, Richmond, Va., ...
June 19, 2001
Group Releases Financial Statement Data-Tagging StandardsNU Online News Service, June 19, 3:15 p.m. -- XBRL.org, New York, has released a draft of a new set of standards that could ...
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 ...