Results for "behavioral finance"

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Summer reading suggestions from top members of the financial advice industry

May 25, 2017

It's that time of the year again! With summer's official start less than a month away, InvestmentNews has prepared a reading list for advisers comprised of recommendations from some of your top peers and experts. We asked for both professional...

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...

8 points financial advisers need to make with clients before the next correction

May 22, 2017

Preparing clients for a possible 10% to 20% correction in U.S. equity markets requires financial advisers walk the thin line between having clients understand the current risk without creating a sell frenzy. Here’s what proactive advisers...

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...

Encourage financial literacy by speaking to clients' emotional priorities

April 26, 2017

Despite its crucial importance, financial literacy continues to be an intimidating topic — not just for savers across the age spectrum, but for professionals who are in a position to help address the problem of financial illiteracy across...

5 counseling steps to make better financial planning clients

April 24, 2017

Widely viewed as the softer side of financial planning, financial counseling is gaining traction as the latest adjunct to holistic advisory practices. Some firms are using counselors for referrals, while others are employing techniques to get...

Financial counseling adds new area of expertise to financial advice industry

April 21, 2017

Most financial advisers are well versed in areas like asset allocation, tax management and performance calculations, but tend to be less fluent when it comes to talking to clients about things like spending habits, budgeting and a general relationship...

Ask the Ethicist: What happens when an adviser gets caught in the middle of divorcing clients?

February 1, 2017

Q: I married my husband a few years ago. It was a second marriage for both of us. Since I was moving across country after the marriage, we decided to use the financial adviser with whom he already had a strong relationship. His adviser was younger...

Adviser's Consultant: Provide these services to attract younger clients

January 26, 2017

Many who become Pamela Capalad's clients tried to be financially informed, but got lost along the way. Most of the others have been financially lost from the beginning and feel like it's their fault. Providing financial advice to people in their...

7 things you should never say to clients

January 24, 2017

If you want to attract and keep your clients, your messaging is crucial. And that all comes down to what you say, said Frank Luntz, CEO of Luntz Global Partners and speaker at the Inside ETFs 2017 conference on Monday, Jan. 23.

Facebook challenge 2017: Moving beyond money

January 17, 2017

Mark Zuckerberg, founder of Facebook, publicly shared his personal challenge for 2017. He intends to meet people from all 50 states. His stated goal is to use technology to “change the game so it works for everyone.” In order to do that,...

Tips for working with female clients who are in financially unequal relationships

January 9, 2017

When partners are financially unequal, it's challenging no matter who has more. You would think that by now, a woman having substantially more money wouldn't be such a big deal. But it is. And you might think that the experience you have with...

Retirement coaching could improve post-career happiness

January 5, 2017

Helping clients prepare for the giant step of retiring can require more than a focus on finances and an ad hoc discussion about hobbies. For some clients, a successful retirement may demand specialized coaching from a growing number of professionals...

Younger investors most willing to pay for financial advice: Cerulli

January 4, 2017

More investors are willing to pay for financial advice today compared to nine years ago when the nation was on the cusp of an economic recession, and a surprising demographic is proving to be the most inclined. About 50% of investors said they...

Advisers can help clients keep their 2017 financial resolutions

December 28, 2016

Money-related resolutions are second only to weight loss pledges this time of year, but there are ways financial advisers can help clients retain their financial resolve for longer than they stay off the cupcakes. Advisers can help clients set...

Why the financial planning industry needs a Jerry Maguire-like paradigm shift

December 27, 2016

Jerry Maguire stood in a maze of cubicles and performed his swan song to the blank stares of his coworkers. In the sports agency racket, he had become lost in a system where both agents and clients had learned to follow the money and nothing...

How long can you go without bringing your values into a client conversation?

December 21, 2016

As real financial advisers, we're paid for our advice, right? That's why clients come to us and ask for help. They want to know what we think — with one exception. Clients don't want us substituting our values for theirs. A classic example...

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...

How advisers can use technology to calm clients' post-election jitters

November 22, 2016

The election is behind us and we have a new administration ahead of us. Whether you or your clients are celebrating or lamenting, your job is to inform and help clients with planning for the future. Based on campaign promises and party platforms,...

How financial advisers should discuss their pay with clients

November 22, 2016

I consider you a member of the Secret Society of Real Financial Advisers. As a member, I assume you realize that your clients expect transparency when it comes to how you're paid. Based on that assumption, I think you need to be prepared to...

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