Results for "behavioral finance"

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Bigger & Better

March 16, 2015

Though these billion-dollar babies are a diverse group, on the whole they appear to be growing their businesses faster, trimming overhead more aggressively, serving larger clients and generating more money for their owners than their smaller...

4 lessons advisers can learn from Apple's marketing prowess

March 10, 2015

Yesterday Apple launched and updated its products, including the much-anticipated Apple Watch. People will no doubt stand in line for hours and pay through the nose to get the coveted new gadget. Apple certainly whips up excitement and anticipation...

Goodbye wealth management, hello financial life management

March 10, 2015

Remember when the financial world was really simple? Not that long ago there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year...

Advisers should brush up on Daniel Kahneman's work

February 22, 2015

Investment advisers and financial planners might not like Daniel Kahneman's views on active management (he does not believe in it), but they should listen to his insights about their clients. And if they aren't already thoroughly familiar with...

Robo-advisers can't handle complex decisions

February 22, 2015

As the old saying goes, prospects don't care how much you know until they know how much you care. Notwithstanding Hal 9000 in the film “2001: A Space Odyssey,” we all realize that computers can't care. We therefore are able to deduce that...

The art and science of longevity

February 22, 2015

For better or worse, Americans are living longer. Gone are the days when most people retired at 65 and were dead at 72. Today, men and women retiring at 65 can expect to live another 25, 30, 35 or even 40 years — all the while drawing down...

Creative way to get clients to save more: Offer a prize

February 20, 2015

Financial advisers find they need several good psychological tricks to encourage saving, because no single approach works with every client. Research suggests that advisers may want to consider an unusual method to motivate savings: Offer a...

Could more women traders cut volatility?

February 18, 2015

New social science research has exposed what may be the cause of the high level of volatility in U.S. equity and other markets so far this year, and it isn't low oil prices, Greece's economic woes or the weak conditions in Europe and Japan....

The paradox of choice: Can you have too many investment options?

February 13, 2015

“A man has free choice to the extent that he is rational.” -Thomas Aquinas We live in the age of customization, where the things we buy are tailored to our personal needs. From the advent of pick-your-toppings casual dining, to customized...

George Kinder's holistic approach now available in an automated version

February 11, 2015

The father of holistic planning has automated his process for helping individuals figure out the most important things in their lives, essentially robotizing the first few steps of the life planning process he created almost 20 years ago. “Everyone...

Are your 2015 goals already slipping away?

February 10, 2015

It's hard to believe we're already more than a month into the New Year. How are you doing with your New Year's goals? I've found that one of the biggest obstacles financial advisers face is sticking to their goals for a full 12 months. By February...

Mothers can be powerful allies in making inroads with next-generation clients

February 8, 2015

Mothers matter. And not just because they're raising the next generation but because they influence all generations. The mother of young children is perhaps the most important influencer in the consumer marketplace. She's typically earning money....

Know a client's emotional biases to get through volatility

February 6, 2015

Helping clients through the volatility that seems to be the norm in today's equity markets will require advisers to communicate carefully and be willing to send clients packing, according to behavioral finance experts. Financial advisers need...

The Super Bowl ending and what you can learn from it

February 3, 2015

I was as dumbfounded as anyone at the end of the game. With a minute left and three timeouts still to use, with the game's best running back (who had just pounded out four yards) in the backfield and one yard to Super Bowl victory, the coach...

Why well-designed technology is more powerful than investor education

January 30, 2015

I used to live in London, where taxi drivers have to learn The Knowledge, a comprehensive test to gauge their familiarity with London's streets. It means that as a rider, you can guarantee that your black-cab driver knows where he or she is...

Right to the Point: Why forecasts are for dummies

January 29, 2015

When average people listen to experts' forecasts, it puts to sleep the part of their brain involved in critical thinking, according to behavioral finance expert Daniel Crosby. Find out what advisers need to watch out for.

Vanguard warns advisers on stock risk in client portfolios

January 28, 2015

Investors are taking a level of risk not seen since 1999 and 2007, and financial advisers should restrain the impulse of clients to boost sagging returns. Martha G. King, who oversees Vanguard Group Inc.'s adviser-sales division, said investors...

How to perfectly time your clients' Medicare enrollment

January 28, 2015

In a competitive environment, adding value to client relationships and prospects by understanding the convergence of health care and financial planning has never been more important. Advisers recognize the need to help clients make the optimal...

Wealthfront, Edelman clash on robo-advisers

January 27, 2015

The old guard of wealth management clashed with the new in Hollywood, Fla., on Tuesday, as Ric Edelman delivered a bleak assessment of his peers' future during a spirited debate with the top executive at Wealthfront Inc. Mr. Edelman confronted...

Build trust with clients through clear communication and transparency

January 26, 2015

Some of the most successful, honest and reputable advisers I've interviewed over the years have cited that what makes them different is that they — unlike less scrupulous advisers — actually do what they claim and truly have their clients'...

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