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.
August 17, 2001
Manulife Agrees To Acquire Principal Pension Operations In IndonesiaNU Online News Service, Aug. 17, 4:56 p.m. -- Manulife Financial Corp, Toronto, has agreed to acquire the Indonesian pension operations of the Principal ...
August 16, 2001
Manulife To Buy Land From Bank Of MontrealNU Online News Service, Aug. 16, 3:16 p.m. -- Manulife Financial Corp., Toronto, says it has agreed to buy a 25% share of the ...
August 14, 2001
Fed Approves Final Rule For State Bank Financial Services SubsidiariesNU Online News Service, Aug. 14, 3:35 p.m. -- The Federal Reserve Board has approved a final rule permitting state banks to establish financial ...
July 26, 2001
Marketing Training Firm Targets Canadian AdvisorsNU Online News Service, July 26, 10:15 a.m. -- Advisor Marketing Inc., Phoenix, says it is stepping up efforts to sell marketing education programs ...
July 19, 2001
MyCFO Hires A CFONU Online News Service, July 19, 3:55 p.m. -- MyCFO Inc., Mountain View, Calif., a Web-based financial advisory firm, has hired Ross Kari to ...
July 17, 2001
Web Executive To Serve As HumanaDental CFONU Online News Service, July 17, 3:35 p.m. -- Humana Inc., Louisville, Ky., has picked Mark Matzke to serve as chief financial officer for ...
July 13, 2001
Manugistics Offers Pricing Products For Financial Service CompaniesNU Online News Service, July 13, 11:02 a.m. -- Manugistics Group, Inc., Rockville, Md., says it has developed versions of its product-pricing optimization software ...
July 12, 2001
More Choice For Agents In Wealth ManagementMore Choice For Agents In Wealth ManagementBy Increasing numbers of managed account providers are marketing desktop or Web-based wealth management products to agents seeking to ...
June 29, 2001
Essex Signs North Fork Bank As ClientNU Online News Service, June 29, 4:42 p.m. -- Essex Corp., New York, a third-party marketer and wholesaler of financial products to banks, says ...
June 28, 2001
Brochure Offers Advice For Clients Of Financial PlannersNU Online News Service, June 28, 9:45 a.m. -- The Certified Financial Planner Board of Standards, Denver, is offering a free brochure, "Your Rights ...