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.
Agency To Review Thrivent Rating
By Staff WriterNU Online News Service, Sept. 28, 2004, 3:12 p.m. EDTMoody's Investors Service, New York, is reviewing Thrivent Financial for Lutherans' insurance financial strength rating ...
September 24, 2004
Hartford Offers FSA Debit Card OptionNU Online News Service, Sept. 24, 2004, 4:21 p.m. EDTHartford Financial Services Group Inc., Hartford, will be marketing a benefits debit card system set ...
September 13, 2004
Hackett Organizes Benchmarking StudyNU Online News Service, Sept. 13, 2004, 12:20 p.m. EDTThe Hackett Group, Atlanta, is conducting a financial services industry benchmarking study.[@@]The consulting firm is ...
September 08, 2004
Feds Schedule Public Financial Literacy MeetingNU Online News Service, Sept. 8, 2004, 5:10 p.m. EDTThe federal Financial Literacy and Education Commission will hold a public meeting 10:30 a.m. Sept. ...
September 08, 2004
AXA Financial Brings In Fred Alger Sales DirectorNU Online News Service, Sept. 8, 2004, 2:38 p.m. EDTAXA Financial Inc., New York, has hired James Mullery to be a senior vice president ...
September 07, 2004
Thrivent Produces TV Ad For RepsNU Online News Service, Sept. 7, 2004, 5:35 p.m. EDTThrivent Financial for Lutherans, Minneapolis, has produced a customizable television commercial for its financial representatives.[@@]The ...
September 03, 2004
LabOne CFO To Resign In March 2005NU Online News Service, Sept. 3, 2004, 2:23 p.m. EDTJohn McCarty plans to resign as chief financial officer of LabOne Inc., Lenexa, Kan., in ...
September 01, 2004
Embrace the Middle ClassShouldn't our profession serve all aspects of society? Annual studies of our industry show that professional financial advisors increasingly seek to serve the wealthy and...