Results for "behavioral finance"

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Don't be afraid of the robo-adviser – it might actually help you grow

June 9, 2014

It seems as though people have always been fearful of technology. In the 1980s, an Austrian bodybuilder with debatable acting skills became entrenched as an international icon portraying the end result of human engineering gone wrong. This genre-defining...

Older investors turn to the web to manage assets

May 25, 2014

Young people are self-directed investors who use online technology to get financial advice. People over 50 are tech-illiterate old-timers who require face-to-face meetings with human advisers. Or so the myth goes. The reality is more complicated....

12 rules that govern all investor behavior - Deciphering investors' behavior

May 22, 2014

As I have traveled around the country meeting with advisers and their clients, I’ve noticed a palpable “antsiness” among investors of all stripes. Most have the sense that valuations are steep, that things have been too good for too long...

Behavioral finance gaining traction on the conference circuit

May 14, 2014

Financial professionals are trying to push behavioral finance beyond a set of theories about why investors make the wrong financial decisions toward helping clients overcome their money-losing tendencies. One example of a recent spotlight on...

'Just say no' applies to clients, too

May 13, 2014

The most important thing advisers can do to help the financial performance of their clients’ portfolios is to help them resist their own investment instincts and fears, financial writer Nick Murray said. Advisers' best value proposition is...

Wells Fargo gets aggressive to help advisers protect assets of elderly clients

May 12, 2014

As they lead clients into retirement, advisers are one of the first lines of defense in protecting clients who may show signs of cognitive decline or be susceptible to scam artists. To help combat those threats, Wells Fargo has tapped its former...

Don't let Gen Xers push you around

May 11, 2014

If a little information is a dangerous thing, many of your clients are rogue terrorists holding nuclear bombs. They have a little information and that's all they need to have big opinions about investing. It doesn't matter that their opinion...

When love won't keep them together

May 11, 2014

If late-in-live divorce can happen to Captain & Tennille, surely it can — and will — happen to some of your baby boomer clients. An analysis of data from U.S. Vital Statistics and from the American Community Survey reveals that back in 1990,...

For stock picking, you need the draw of the luck

March 15, 2013

Michael Mauboussin, Columbia University

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