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.
Targeting Seniors? Talk To Senior Helpers
By Linda KocoBy"Why do the cell phone companies only make small cell phones?" asks a friend who works with older senior citizens. "My clients want to use ...
June 02, 2004
Hancock Brings Fifth-Graders To Mock ConventionNU Online News Service, June 2, 2004, 12:22 p.m. EDT -- John Hancock Financial Services Inc., Boston, will sponsor a mock political party convention ...
June 01, 2004
Marnie AznarMarnie Aznar Aznar Financial Advisors 14 Raymond Road Morris Plains, NJ 07950 Phone: 973-540-8850 Fax: 973-755-9196 www.aznarfinancialadvisors.com [email protected] Year practice began: 1999 Number of advisors in office: 1 Number of clients: 45 Compensation method(s): Fee-only (annual...
May 25, 2004
Principal Develops Spanish Dentist DirectoryNU Online News Service, May 25, 2004, 12:12 p.m. EDT -- Principal Financial Group Inc., Des Moines, Iowa, has developed a Spanish-language version of ...
May 25, 2004
LOMA Introduces 3 Financial Services Fellow CoursesNU Online News Service, May 25, 2004, 1:17 p.m. EDT -- LOMA, Atlanta, has added 3 self-study courses to its Fellow, Financial Services Institute ...
May 24, 2004
Thrivent To Sell More Fee-Based Planning ServicesNU Online News Service, May 24, 2004, 1:47 p.m. EDT -- Thrivent Financial for Lutherans, Appleton, Wis., will be trying to sell more fee-based ...
May 20, 2004
MONY Shareholders Approve AXA DealByShareholders of The MONY Group Inc., New York, voted at a special meeting to approve a controversial $1.5 billion acquisition offer from AXA Financial Inc., ...
May 20, 2004
Dealing With Know-It-AllsHow is a producer to deal with the hardest of prospects: those know-it-alls, do-it-yourselfers or independent thinkers who believe they can do without the expertise ...