Results for "behavioral finance"

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Real financial advisers should always have an opinion

July 21, 2016

I'm about to share something a little shocking. Here it comes. I think real financial advisers should have an opinion. I get so frustrated when I hear that an adviser-client conversation offered a rundown of all available options. Sort of like,...

Lessons from a week of highs and severe lows with clients

July 1, 2016

Client reactions this week to the volatility sparked by last Friday's Brexit vote offer advisers a glimpse into how investors may behave during a more sustained period of market decline in the future. One lesson is clear: Advisers need a plan...

Do this before you apply the science of investing

June 27, 2016

I've traveled all over the world in the last seven years, and I've run a mini experiment along the way. I ask people what word they would use to describe their feelings about money. The most common response I hear is akin to anxious. You could...

Advisers need to get real with clients about what reasonable investment returns look like

June 26, 2016

Hope and confidence are good attributes to have, especially when one is young — but there is such a thing as wild optimism. A recent survey by the British asset management company Schroders, which has $467 billion in assets under management,...

Financial advisers reach out to clients as stocks plunge in Brexit wake

June 24, 2016

Financial advisers pressed the 'keep calm and carry on' message to clients Friday as the global markets reacted wildly to the United Kingdom's surprising vote to leave the European Union after 43 years. “We are explaining to clients that we...

What really happens when wealth is transferred

June 21, 2016

Every year, trillions of dollars are passed on to beneficiaries. In many cases, the breadwinner has already worked through every detail of their estate plan with their financial adviser, CPA and attorney to make sure everything has been set...

Feeling financially secure isn't tied to a number on a bank statement

June 14, 2016

After years of working with clients, I've come to realize that if you're an insecure person, no amount of money will make you feel more secure. What do I mean by that? I know many people who have more than enough money in the bank, but they're...

Pull clients back from obsessing over the markets

May 31, 2016

I'm about to ask you a really personal question. At certain moments, do you cringe when you hear a client on the phone? Oh, I don't mean that you dislike your clients or your work. But you've been paying attention to the headlines, and you know...

Help clients turn off the financial news spigot

May 16, 2016

Over the last few years, I've spent a lot of time traveling and talking to people. During that time, I've been running a mini experiment, and it's based on a simple question: When was the last time you read some financial news that you acted...

Women, money and investing

May 15, 2016

InvestmentNews partnered with Kiplinger's to ask women about their experiences at different life stages with investing and financial advisers. Here are some of the results. Gender Their adviser's gender Female Male Breadwinners Widows Source:...

Recognize what makes female clients different

May 15, 2016

Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs,...

Snoop Dogg takes the debate over Prince's lack of a will to a new level

May 6, 2016

Snoop Dogg sums up why celebrities like Prince don't always have a will. You can't worry about something when you're dead, because you're dead. Stanley Druckenmiller sounds the alarm on China's economy. Describing China's debt level as “extremely...

Advisers need to talk clients off the ledge when it comes to impractical investments

May 4, 2016

"I just heard about this great investment opportunity." We've all gotten a phone call, read an email or had a meeting with clients who said these magic words. The sole reason for calling it "great"? Someone else said so. Look, we all know what...

Ways advisers can successfully target new Gen X clients

April 21, 2016

The Deloitte Center for Financial Services recently published a very compelling study, titled The Future of Wealth in America, which reveals some surprising data pertaining to trends in generational wealth.  While most wealth managers primarily...

How advisory firms can enhance their performance benchmarking skills

April 13, 2016

Benchmarking is an important part of planning for the success of your business. Currently, we use expected financial results as a tool to exercise good managerial sense and assess risk. However, advisory firms struggle to make accurate statements...

Modern retirement planning means staying aggressive

April 11, 2016

Most financial planning overlooks a key element of modern retirement planning. Boomers don't want the retirement life their parents had; they want to keep growing. Five financial advisers share their thoughts on the DOL fiduciary rule. “What's...

When one spouse tries to sneak away money

April 10, 2016

This month's question comes from an adviser whose client — and old friend — made an unethical request behind his spouse's back. Q: I am a CFP professional and provide financial planning advice and investment management assistance to my former...

Most women don't trust financial advisers

April 4, 2016

Most women don't trust financial advice. Here's why. A majority of women believe the financial services industry is more dedicated to profits than to providing sound financial advice. According to the Bacon Cheeseburger Index, the Federal Reserve...

Industry should understand being a fiduciary is right for both clients and business

March 23, 2016

For years, I've watched and listened to the fiduciary debate. It's a super important conversation to have, and I'm so glad it's happening. But let's not miss the point in all the noise. We all know people who can't legally call themselves fiduciaries...

10 best ways to execute a succession plan

March 21, 2016

Holding on to a firm’s clients during a sale should be a priority for the buyer and especially the seller, since the number of clients who stay can have a direct impact on the amount of money that is paid for the practice, or book of business....

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