Results for "behavioral finance"

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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...

Republicans could push for quicker rate hike

November 6, 2014

Tuesday's election could have an impact on Janet Yellen and the Fed. Republican victory may result in quicker rate hike So, what now? Top Republicans: Get ready to make deals Greed and fear, writ in fund flows. What fund flows tell us about...

Unraveling Minds

November 3, 2014

In January, Michael Kotin, a financial adviser at Wells Fargo & Co., faced a dilemma. Two longtime clients, Eugene and Cecilia Ratner — a couple who had been married for around 60 years and who were both well into their 80s — were accusing...

What to do about dementia? Advice for the adviser

November 3, 2014

What would you do? My client, Alice, seems confused. Last week she called to request a withdrawal of $50,000. Today she is calling again to ask for $50,000. She doesn't remember the request she made a few days ago and she can't seem to explain...

How advisers are guiding clients through critical crossroads

November 2, 2014

For the third of a series of special reports on the Crossroads the financial advice business is facing, we asked the industry's top advisers: How are you guiding clients through today's critical crossroads? Here is what they said: "Changes to...

Robo-advisers say they aren't worried about Schwab

October 29, 2014

The nation's largest online financial advice providers are shrugging off news that Charles Schwab & Co. will be launching its own free online advice platform, even as market analysts wonder if the move could spell trouble for the young companies....

Running an advisory practice in the age of the robo-adviser

October 16, 2014

Here's a novel idea: Advisers might actually need to earn their advisory fees in the years ahead. With the arrival of online financial planning sites like and online investing marketplaces like Covestor, a real in-the-flesh adviser...

Betterment launches robo-adviser for advisers

October 15, 2014

Digital investment management firm Betterment on Wednesday announced the launch of an automated “robo-adviser” for traditional advisory firms, with Fidelity Institutional Wealth Services among the first to sign up for the platform that connects...

Bridging the adviser generation gap to make succession planning work

September 24, 2014

Emotions can throw a wrench into even the best-laid succession plans — especially when advisers and successors bring conflicting expectations to the table. Now, more than ever, research suggests that emotional wire-crossing could be a growing...

Mediating disputes between spouses part of advisers' job

September 21, 2014

Watching a longtime married couple in their late 50s driven to the brink of divorce over financial issues, Lili Vasileff realized her role as a financial planner was morphing into that of a marriage counselor. The couple had paid for college...

How technology can transform an RIA

September 2, 2014

The investment advisory business is constantly evolving. Among the many moving parts of this dynamic industry, technology continues to alter the way advisory firms interact with and manage their client relationships. Accordingly, the services...

Is fear stunting your growth?

August 20, 2014

If you had no fear, would you be running your business and living your life exactly the way you are today? The following chart will help you determine just how much fear rules you. Take a look at the two columns. How many “Fearful” items...

6 books that changed Joe Duran's life

August 11, 2014

As we approach the final languid days of summer I thought I'd share some of the books that helped open my eyes, gave me hope and changed my life for the better. I've listed them in the order I read them and how they shaped my perspective on...

'Clients of the future' will want financial advice, but not how it's delivered today

July 25, 2014

In a recent InvestmentNews Research survey, we set out to identify the expectations of younger investors — the “client of the future” — as well as their adviser counterparts. The goal was to capture how the demands for and delivery of...

Advisers need to be nurturers when helping a woman through life changes

July 23, 2014

Getting money from a transition, whether in good or bad circumstances, can be traumatic for a woman and mean extra work for her financial adviser — financially and personally. In the “Women & Investing” webcast Tuesday, moderated by InvestmentNews...

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...

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