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.
Dental Program Lets Employers Mix And Match
By Staff WriterGenworth Financial Inc. has introduced a flexible ancillary benefits product.Genworth, Richmond, Va., says employers that participate in its new Dual Select program can offer any ...
October 11, 2006
Leading Lights of the Profession Slam CFP Board ProposalsA host of the leaders of the financial planning profession--past and present--have signed a letter addressed to the CFP Board of Standards expressing their opposition to the Board's proposed changes to its Code of Ethics as "so potentially detrimental to the mark, the profession and the public interest, that it...
October 08, 2006
How Soon We ForgetAt the recent National Association of Insurance and Financial Advisors convention, NAIFA CEO David Woods delivered a very somber report regarding the future of the ...
October 01, 2006
Listening to Two ClientsYou would think that Delmonico's Steakhouse, a landmark New York establishment around the corner from the New York Stock Exchange, would be a perfect place...
September 28, 2006
Banking Bill Tinkers With Marketing LimitsMembers of the House of Representatives voted 417-0 Wednesday to pass S. 2856, a bank regulation bill.Little of the bill appears to deal directly with ...
September 28, 2006
Banking Bill Tinkers With Marketing LimitsMembers of the House of Representatives voted 417-0 Wednesday to pass S. 2856, a bank regulation bill.Little of the bill appears to deal directly with ...
September 27, 2006
M Financial Renews McCamish TiesA financial services marketing consortium is sticking with a support services vendor.M Financial Group, Portland, Ore., has agreed to extend its current support services contract ...
September 27, 2006
Retiring Without FearA large number of retirees and pre-retirees that are materially comfortable in their working lives are not afraid to retire, a new research report released by the Financial Research Corporation (FRC) states. In order to reach out to them and make them aware of the full implications of living retired...