Results for "behavioral finance"

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You are about to lose a client when …

July 16, 2014

Clients who are unhappy with their financial adviser and are considering a move rarely spell out their discontent. But noticing some early warning signs — like clients who stop their regular calls or aren't following investment recommendations...

6 signs your client is about to ditch you - Heading for the exits?

July 16, 2014

In many cases, advisers can stop clients from leaving if they are clued into some early warning signs that a departure is imminent. Here are six signals that clients have one foot out the door, according to advisers and practice management experts....

11 summer must-reads for advisers - 1. Mindful Money for Wealth and Well-Being

July 3, 2014

Title: Mindful Money for Wealth and Well-Being: Help Clients Strike a Balance in Financial Planning By: Susan Zimmerman Description: Author Susan Zimmerman is a chartered financial consultant and licensed marriage and family therapist. This...

Meet the humans behind algorithmic investing

June 20, 2014

Frankenstein. Luddites. The robot apocalypse. Technology running roughshod over humans has been haunting our collective imagination for centuries. As finance changes, it's easy for industry veterans to cast robo-advisers as being on the wrong...

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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