Results for "behavioral finance"

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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'...

Advisers who embrace big data will have a leg up on competitors

January 25, 2015

Financial advisers who want to climb to the top of the profession — or remain there — had better start looking for ways to glean more intelligence from data. A convergence of technologies increasingly makes it possible and affordable to...

Blood and money: How familial strife can unravel estate plans

January 20, 2015

Few things can unravel a client's estate plan more than familial strife. That was the focus of a presentation at the American Institute of Certified Public Accountants' Personal Financial Planning conference on Monday. The session, “Blood...

A New Year's resolution that really works

January 13, 2015

Every year starts with millions of resolutions that are often broken before Valentine's Day. However, there is one resolution that can significantly change your life and it's remarkably easy to put to work: I promise to make no new resolutions...

How to manage your clients' emotions when market volatility spikes

January 8, 2015

The market volatility we've seen at the start of 2015, due in part to falling energy prices and fresh uncertainty in the eurozone, has many investors exercising caution when including equities in their portfolios. Based on our quarterly Fidelity...

Advising in the age of self-diagnosis

December 30, 2014

According to WebMD, I've had cancer at least three times. Whenever I'm feeling under the weather, my first instinct is to crack open my laptop, pull up a medical advice site, and begin searching. If my symptoms are uncomfortable or prolonged...

Societe Generale calls 2015 a down year for stocks

December 29, 2014

Societe Generale goes against the grain of Wall Street and calls for a market decline in 2015. It's a call that seems both bold and obvious at the same time. 'Since 1875, we have never seen the S&P rise for seven calendar years in a row' When...

Right to the Point: 3 reasons why goals-based investing works

December 29, 2014

Goals-based strategies can prevent investors from following the herd into trendy investments and help motivate them to put money away and stay invested, according to behavioral finance expert Daniel Crosby.

What's next for financial advice?

December 21, 2014

It's almost impossible to anticipate when innovation will strike and what it will mean for the future. But InvestmentNews attempted to foresee light bulb moments by asking people in the advisory space which area of their business or the industry...

How advisers can improve client outcomes by embracing data

December 18, 2014

If you want to bring a more data-driven approach to your work as a financial adviser, consider implementing some of these tools and processes. (Related read: 4 ways automation is changing the way RIAs invest) 1. Create your own in-house data...

Tony Robbins pumps up advisers

December 9, 2014

On a scale of one to 10, what's your energy level? Six? Four? Two? Tony Robbins is hoping that with a little motivation, the investment advice business can hit at least an eight. As part of a three-hour presentation at MarketCounsel's annual...

Service firms race to help advisers create digital platforms

December 5, 2014

Custodians and other firms that serve financial advisers are scrambling to help them integrate digital platforms that will enable them to profit from younger clients and those with fewer assets. Fidelity Institutional, TD Ameritrade Institutional...

Americans have a low retirement IQ

December 3, 2014

Americans' retirement income IQ is depressing. In a recent survey by The American College of Financial Services, only 20% of those surveyed can pass a basic quiz on the steps they need to take to secure their finances after retiring. “No one...

A road map for navigating the changing financial planning landscape

November 19, 2014

Change is a constant in our industry, and financial advisers must learn and adapt continuously to keep up with changes in the economy, technology, the regulatory environment and a range of other areas. What is not constant, however, is the pace...

Tony Robbins' 7 steps to financial freedom - The path to financial freedom

November 16, 2014

Bestselling author, entrepreneur, and philanthropist Tony Robbins offers key methods for achieving financial freedom in his new book, Money Master the Game: 7 Simple Steps to Financial Freedom. Here are his 7 strategies for successfully achieving...

What investors really want, need

November 16, 2014

The current system for providing investment advice is premised on the belief that education and disclosure will lead to rational investor behavior and prudent decision making. The Dalbar Effect proves the system has not worked. This suggests...

3 traits the best investment cultures all share

November 13, 2014

If you don't think culture matters, take a look at the team-first San Francisco Giants, who recently won their third World Series in five years. Sure, the Giants have a few big name players, but their run of championships is defined by a roster...

It's time for a revolution in how advisers work with couples

November 11, 2014

The financial services industry needs a couples revolution. This revolution would result in a real shift in how the advisory field views and work with couples. No longer would it be commonplace for advisers to meet with just one partner to discuss...

Look for the next-gen candidate who interviews you: Expert

November 7, 2014

Successful placement of a young professional in the financial advice business requires that both the firm and the candidate thoroughly interview each other, a panel of experts said during an InvestmentNews virtual career fair aimed at next-generation...

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