Upcoming Events



Behavioral finance: Why do investors make the wrong moves at the wrong times?

Thursday, February 5, 2015

Advisers constantly deal with a baffling set of paradoxes from clients: They want safety and growth, but constantly try to beat the market and are quick to look for answers when portfolios underperform. They call themselves buy-and-hold investors, but rely on their adviser when volatility spikes and they want in or out.

Such conflicting desires can often lead to disappointing results; so what can advisers do to help clients make better decisions? Is change in behavior even possible?

In this interactive webinar, our experts will examine:

* What exactly behavioral finance is

* What drives investors towards bad decision-making

* Common behaviors of savvy investors

* Tools advisers can adopt to help clients make better decisions

Attendees may submit questions before and during this live event. 

Register now for this free and invaluable webcast. 

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  • Accepted by IMCA for 1 CIMA®/CIMC®/CPWA® CE credit.