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.
September 15, 2005
AIG Broker-Dealer Network Adds RecruiterAIG Advisor Group Inc. has hired Joshua Hayes to be a senior recruiter for its FSC Securities Corp. broker-dealer network.[@@]AIG Advisor, Atlanta, a distribution ...
September 14, 2005
AXA To Sell AdvestMerrill Lynch & Company Inc. has agreed to acquire Advest Group Inc., an investment firm, from AXA Financial for $400 million in cash.[@@]MONY Group ...
September 09, 2005
Helping Fellow Advisors After KatrinaFPA Web site to serve as clearinghouse for advisor-to-advisor aid
September 08, 2005
Agent Appeals For Help With Relief EffortAn insurance agent in Louisiana is asking for help from producers and financial advisors for survivors of Hurricane Katrina.[@@]Robelynn Abadie, chief executive of Abadie ...
September 01, 2005
Sorry, Bob. They Still Don't Get ItI enthusiastically endorse the fee-only concept, and share most of Bob Clark's observations about the National Association of Personal Financial Advisors (June 2005, "Rebels Without...
September 01, 2005
THE GLUCK REPORT, Part III: Planning Software Test DrivesSeems like every time you look, a new financial planning software application is being offered. This month, we present a review of Oltis Software LLC's...
August 29, 2005
Program To Offer Voluntary Benefits PlanningThe Principal Financial Group Inc. is offering free financial advice through the workplace.[@@]Principal, Des Moines, Iowa, says its new Work Secure program will help ...