Results for "behavioral finance"

Displaying 228 results

Sort: Date | Relevance

Author:

Behavioral finance can attract fee-based assets

November 8, 2017

Most independent firms agree that successful adviser practices in the future must become more effective in gathering fee-based advisory assets. But from there, industry views diverge. For some firms, it's solely about providing the latest technological...

Prepare clients for the terror of falling markets

October 30, 2017

It's witching season and while our costumed children invade our neighborhoods for candies and treats, almost no-one considers the "trick" part of the equation anymore. It's much the same way for investors today; it's been nothing but treats...

Financial therapy 'money scripts' can help you beat the robots

October 12, 2017

Why would someone pay a financial adviser to manage their assets when an automated system can do it for less money? To accomplish this, many advisers are beginning to explore the discipline of financial therapy, a relatively new practice combining...

5 non-money-related books to help you (and your children) live a better financial life

August 17, 2017

Last week I was enjoying a late summer dinner with my daughter. We ended up discussing the books that I thought she should read ? books that I think are interesting and have helped me the most in my life. She's a sophomore in college and really...

BLIND SPOT: Expectations, Emotions, and Investor Behavior

September 5, 2017

The following is from IMCA's “Inside the Mind of the Client, Part 1” article compilation. Dig into behavioral finance in part 1 of this series of articles and discover how to help your clients make good investing decisions—and avoid the...

Breaking Money Silence: Helping clients understand money taboos and talk more openly about finances

September 30, 2017

The following is an excerpt from "Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly About Finances, and Live a Richer Life" by Kathleen Burns Kingsbury (Praeger, 2017). Ms. Kingsbury is a wealth psychology expert and founder...

Behavioral finance scholar Richard Thaler wins Nobel Prize in economics

October 9, 2017

University of Chicago's Richard H. Thaler, one of the founders of behavioral economics and finance, was awarded the 2017 Nobel Prize in Economics for shedding light on how human weaknesses such as a lack of rationality and self-control can ultimately...

Adviser's Consultant: Incorporating clients' risk scores into all planning decisions

June 8, 2017

David Yeske believes advisers can help clients make smarter financial decisions if they take the client's risk tolerance into consideration more often. Most advisers use a client's risk score to help decide how to invest their money, but it...

Understanding — and overcoming — your clients' behavioral biases

August 24, 2017

The following is an excerpt from a new white paper, “The road to retirement success”, which was co-developed by the InvestmentNews Content Strategy Studio and Great-West Financial®. To view download the full white paper, click here. Building...

Cetera adding facial recognition software to help gauge clients' emotions

June 7, 2017

Cetera Financial Group is adding facial recognition software to its set of financial technology tools later this year in an effort help its 8,500 affiliated advisers learn more about what's most important to their clients. The goal is for advisers...

What behavioral finance can teach us about markets — and ourselves

May 22, 2017

OMAR AGUILAR, PH.D. Senior Vice President and Chief Investment Officer, Equities and Multi-Asset Strategies, Charles Schwab Investment Management Behavioral finance — a body of work combining psychology, economics and other social sciences...

Behavioral finance: Finance for normal people

February 18, 2016

We often hear that behavioral finance is nothing more than a collection of stories about investors swayed by cognitive errors and misleading emotions; that it lacks the unified structure of standard finance. Yet today's standard finance no longer...

Men, women & money: What we can learn from each other

September 17, 2015

In 1993, an American author and relationship counselor named John Gray published his soon-to-be classic “Men Are from Mars, Women Are from Venus.” The book explored the differences between men and women when it comes to relationships and...

How to handle clients who share Johnny Depp's alleged compulsive buying habits

May 11, 2017

Financial advisers who have dealt with clients like Johnny Depp, an alleged compulsive spender with $2 million in monthly bills, have found methods of reforming their clients' errant shopping. Details of Mr. Depp's $30,000 monthly wine bills...

3 quotes every adviser should remember

November 17, 2015

With Thanksgiving and the holiday season approaching, I thought I'd take a step away from my traditional observations on how to thrive in a digitized age, and take a slightly more reflective perspective. One of my odder hobbies is to study philosophy....

No bull: Why it's a good idea to risk everything

July 16, 2015

I was 18 when I first went to Pamplona, Spain, and ran with the bulls during the San Fermin festival. The weeklong festival in the northern Spanish town has been one of the largest street parties in the world for centuries. Endless nights of...

New retirement planning: How to spend your time, not your money

March 19, 2015

My office bookshelves are crammed with financial titles explaining how to save for retirement, ensure that my money lasts a lifetime, use strategies to protect my nest egg from the devastating health care costs, retire wealthy and, failing that,...

8 ways to enhance client meeting preparation to boost outcomes

August 18, 2017

Advisers who rethink the way they prepare for client meetings can use them as opportunities to generate new business opportunities and to strengthen relationships. Practice management experts John Anderson, managing director and head of practice...

Kellyanne Conway gives advisers some lessons from Trump's victory

December 6, 2016

When a last-minute scheduling conflict prevented SkyBridge Capital founder and outspoken Donald Trump-supporter Anthony Scaramucci from meeting a speaking commitment Tuesday morning in Miami, attendees of the MarketCounsel Summit were given...

Harnessing behavioral economics to reinvent employee education

August 22, 2017

Since the birth of the self-directed defined contribution plan, industry conferences have typically had speeches and panel discussions on how to motivate participants to make better decisions — or decisions at all. Typically, these sessions...

Next Page »

1 | 2 | 3 | 4 | 5 ... 12