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.
Principal Seeks Benefit Program Award Nominees
By Staff WriterNU Online News Service, Feb. 2, 2004, 1:31 p.m. EST -- Principal Financial Group Inc., Des Moines, Iowa, is looking for 10 companies with ...
February 01, 2004
Table 5: Employee ProductivityAverage Fee-Only Financial Advisor Your Practice Clients/Partner 47 Assets/Staff Member $23 million Revenues/Staff Member $173,000 Pretax Profits/Staff Member $65,000 Source: Tiburon Strategic Advisors...
January 30, 2004
JP Financial Updates Web SiteNU Online News Service, Jan. 30, 2004, 12:36 p.m. EST -- Jefferson Pilot Financial has updated its main Web site.[@@]Designers have organized separate sections ...
January 29, 2004
California Group Grades Privacy PoliciesNU Online News Service, Jan. 29, 2004, 1:13 p.m. EST -- A California group says 10 financial services companies have flunked its new privacy ...
January 26, 2004
NFP To Market Fusion Financial ServicesNU Online News Service, Jan. 26, 2004, 4:41 p.m. EST -- National Financial Partners Corp., New York, has agreed to market services from Fusion ...
January 26, 2004
Thrivent Recruits 650 AssociatesNU Online News Service, Jan. 26, 2004, 4:54 p.m. EST -- Thrivent Financial for Lutherans, Minneapolis, says it hopes to add 650 financial associates ...
January 26, 2004
Deloitte: Few 401(k) Participants Use Advice ProgramsNU Online News Service, Jan. 26, 2004, 3:15 p.m. EST -- Employers may not be getting much value from 401(k) plan financial counseling programs.[@@]When ...
January 23, 2004
Southeastern Fights AXA FinancialMONY DealNU Online News Service, Jan. 23, 2004, 11:06 a.m. EST -- A Southern money manager is trying to launch a proxy war against efforts ...