Results for "behavioral finance"

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5 tactics to improve client retirement readiness

May 15, 2019

Five common things are preventing people from being ready to retire, according to Morningstar Inc. director of behavioral science, Sarah Newcomb. Ms. Newcomb explained the key factors and research behind them at the InvestmentNews Retirement...

One retirement risk few people talk about

May 14, 2019

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health care and investment risks. Within these broad categories lie hidden or overlooked...

Why is basic financial literacy so elusive?

April 30, 2019

Graduation season will soon be upon us, and with it, so many admonitions explaining why students are unprepared for the challenges of the real world. Graduation speeches will discuss the trillions in student-loan debt, why spendthrifts need...

How behavioral technology will improve retirement planning

April 12, 2019

Technology has always been the great disrupter. When robo-advisers came around, traditional advisers began preparing for battle. Now financial advisers are largely embracing technology, using it to free them up to be a better adviser. But technology...

401(k) advisers may be this type of fiduciary — and not know it

April 8, 2019

Retirement plan advisers often act as investment fiduciaries for 401(k) clients, helping plan sponsors select and monitor funds to offer their employees. However, such actors also have fiduciary responsibility concerning the digital operation...

When living on a half-million dollars a year seems hard

March 29, 2019

Every so often you come across an article about someone who makes a lot of money, but who claims to be just scraping by. Among the more famous of these was a Wall Street Journal infographic from 2013 depicting the travails of single mothers...

Reset your thinking for 2019

February 26, 2019

2018 challenged many clients with a rockier road than 2017—and disappointing returns to boot. One recent study showed 90% of major asset classes posted declines through mid-November, with cash outperforming stocks and bonds. That preceded...

Morningstar study says advisory clients are stuck on investment performance

February 26, 2019

Most investors still measure their financial adviser based on the performance of their portfolio, and most financial advisers know that, even if they think it's a mistake. A new study by Morningstar shows financial advisers have their work cut...

Helping clients overcome emotional biases

January 16, 2019

Last year marked the 10-year anniversary of the financial crisis and the resulting Great Recession. Advisers who were in the business a decade ago remember emotional and panicked calls from clients wanting to exit the market, fearful they might...

Expanding field of behavioral science provides key insights for advisers

December 18, 2018

With the role of the independent adviser continuing to evolve toward serving as a financial "life coach" for clients, behavioral finance training and insights are becoming more crucial every day across our profession. The Financial Services...

Bounded rationality: The realistic choice

November 5, 2018

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we reconcile the belief that humans make rational choices when there are countless...

FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

Shlomo Benartzi to chair Acorns behavioral economics committee

September 21, 2018

Shlomo Benartzi, a well-known behavioral economist and professor at UCLA Anderson School of Management, is joining Acorns, a digital advice startup best known for its micro-investing service, to head a new project to build products that help...

Finding the right nudge for your clients

August 27, 2018

"First, never underestimate the power of inertia. Second, that power can be harnessed." —​ Richard H. Thaler, Nobel Laureate, behavioral economist Client perceptions of a financial adviser's service are ultimately determined by how effectively...

It's time to make 'behavioral finance' more than a buzzword

June 6, 2018

At a time when retail investors have more options for where to seek financial advice than ever before, advisers who incorporate behavioral finance into their business potentially can stand out significantly. Implemented correctly, a behavioral...

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...

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...

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