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.
Catching up with... Lew Altfest
By Bob KeaneA major topic of discussion among advisors is how to achieve recognition for financial planners as professionals on a par with accountants and lawyers. Lew...
February 01, 2007
February 2007Ann Combs, former Assistant Secretary of Labor and head of the Employee Benefits Security Administration (EBSA) from 2001 to 2006, will join Vanguard this month....
January 21, 2007
Advisors Save Time, Learn More With Web-Based TrainingIn 2003, my company faced a critical challenge: how to effectively deliver training to a nationwide field force. The solution, we found, lay in supplementing ...
January 18, 2007
Consulting Firm Adds ProgramWard Financial Group Inc. is offering a new benchmarking service for insurance companies' underwriting and servicing operations.Ward, Cincinnati, says the service will analyze expense and ...
January 16, 2007
Symetra Financial Teams With Mesirow Financial to Improve Choice and Flexibility in Small Business 401(k) PlansJan. 16, 2007 Symetra Financial and Mesirow Financial, Bellevue, Wash., has announced an agreement to offer small businesses more choice and flexibility for employer-sponsored 401(k) plans. The partnership will greatly expand the number of mutual
January 08, 2007
California Firm Joins Marketing ConsortiumCorrigan & Company. has become a community bank advisor firm with M Benefit Solutions-Bank Strategies.Corrigan, Santa Barbara, Calif., sells bank-owned life insurance programs to financial ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...
January 04, 2007
FASB Forms New User PanelThe Financial Accounting Standards Board has created an Investors Technical Advisory Committee.FASB, Norwalk, Conn., already had a User Advisory Council and an Investor Task Force, ...