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.
Independent Financial Acquires Streampoint
By Staff WriterNU Online News Service, Oct. 25, 3:55 p.m. -- Independent Financial Marketing Group, Inc., Purchase, N.Y., a distributor of investment and insurance products to ...
October 13, 2002
Growing Your Planning Practice 'In A Post-Bubble World'Growing Your Planning Practice In A Post-Bubble WorldByNew Orleans How to grow their practice in "a post-bubble world" and what their vision is for their ...
October 13, 2002
Competitors Positioning To Move Onto Fee-Based Advisors' TurfCompetitors Positioning To Move Onto Fee-Based Advisors TurfByNew Orleans If you think the fee-based advisory arena is crowded now, just wait a few years!That was ...
October 11, 2002
Horizon Blue Names Olsen General AuditorNU Online News Service, Oct. 11, 11:50 a.m. -- Horizon Blue Cross Blue Shield of New Jersey, Newark, N.J., has hired George Olsen to ...
October 11, 2002
FPA: Bad News Increases Value Of Professional AdviceNU Online News Service, Oct. 11, 12:14 p.m. -- Bad news is shaking consumer confidence and making financial advice more valuable to the average ...
October 08, 2002
Lincoln Adopts StatementOne Aggregation ServiceNU Online News Service, Oct. 8, 6:45 p.m. -- Lincoln Financial Advisors/Sagemark Consulting, a subsidiary of Lincoln Financial Corp., Fort Wayne, Ind., has hired ...
October 06, 2002
Wealthy Clients Revisiting Need For A Formal Plan, Advisors SayWealthy Clients Revisiting Need For A Formal Plan, Advisors Say ByMany investors who reaped huge returns in the 90s were anxious to ride that trend ...
October 06, 2002
Understanding the Japanese-American MarketByWhen marketing to Asian-Americans, many financial services companies largely exclude Japanese-Americans.Ray Ting, managing director of Ray Ting and Associates, City of Industry, Calif., an office ...