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.
MDRT Gives To FSP Foundation
By Staff WriterThe Million Dollar Round Table Foundation is donating $10,000 to the Foundation for Financial Service Professionals.The foundation, affiliated with MDRT, Park Ridge, Ill., gave the ...
March 16, 2007
Ameriprise Refuels Buyback OperationA large financial services company says it has set aside cash for investing in its own shares.Ameriprise Financial Inc., Minneapolis, says its board has approved ...
March 12, 2007
CFP Board Issues Revised Ethical Standards ProposalAfter unleashing a firestorm of controversy with its initial proposed revision to the CFP Board's Standards of Professional Conduct last July, the Board released a second exposure draft on March 9 during a meeting and Webcast from the Brown Palace Hotel in Denver.
March 05, 2007
Directors Reject Management Bid For Senior Products CompanyA board committee at Universal American Financial Corp. has decided against approving an offer for the company from an investor team led by company Chairman ...
March 01, 2007
Ameriprise Adds to CFP Focus as Barnash Joins Firm in ChicagoThanks to patience, persis-tence and some necessity, Ameriprise Financial has hired former Financial Planning Association chairman and president Jim Barnash, 52, to head up its...
March 01, 2007
The Zen of a Successful PracticeAs you undoubtedly know better than I, there's a growing army of consultants offering to help advisors with everything from recruiting to branding to client...
February 28, 2007
Increasing your referrals without ever askingDid you develop your script, role-play, ask yourself if you're referable, etc.? Of course, this exercise is extremely valuable for acquiring referrals. The reality is, however, that most financial advisors - and most professionals in general - don't
February 28, 2007
LTC Distributor Forms Web Of Web SitesLTC Financial Partners L.L.C. is working to get each of its 250 long term care insurance field underwriters to help support an LTC Web site.LTC ...