Results for "behavioral finance"

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Financial advisers must manage retirees' aversion to risk with behavioral finance skills

May 12, 2018

Any seasoned financial adviser already knows that the hard work of helping clients save and invest for retirement does not end with a client's retirement date. But based on where we are in terms of market cycles, advisers might soon find themselves...

The Super Bowl, advice and the markets

May 2, 2018

Super Bowl 52 was nothing short of spectacular. The New England Patriots, stacked with Tom Brady and Bill Belichick, looking to win a sixth Super Bowl and make history in front of our eyes … against the Philadelphia Eagles. Phila-who? The...

Funding The Right Investments At The Right Time

April 16, 2018

Planning for the future requires setting goals. Whether it's preparing for college tuition payments for the next four years, saving for a second home in retirement, or something else entirely, every client will have a range of imminent and distant...

Guide Clients Through Emotional Ups and Downs To Prevent Costly Decisions

March 12, 2018

Even good people make bad decisions. The client who invests $8,000 in a late night TV real estate scam; quits a lucrative career to join in an ill-advised business venture; or has an out-of-control spending habit. When fueled by emotion or bad...

Personal client communication shows your value

December 12, 2017

Why do clients fire their adviser? Is it for lack of performance? Bad service? Most advisers suffer the disappointment of being let go by a client at some point—a blow often followed by weeks of agonizing, trying to figure out what went wrong....

Richard Thaler talks about the formation of his RIA ... and winning the Nobel Prize

December 8, 2017

Richard H. Thaler, who earned a PhD from the University of Rochester, will be given the Nobel Prize in Economics on Sunday for integrating economics and psychology. He is a professor of behavioral science and economics at the University of Chicago...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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