Results for "behavioral finance"

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What robo-advisers do right

January 27, 2016

Robo-advisers are everywhere — on television, in consumer media and professional publications. What is really under the hood? What do these services actually provide to investors? In this three-part series, I will address both the positives...

Lessons in leadership for advisers from 'Game of Thrones'

January 20, 2016

Until the Middle Ages, warfare was primarily a battle of numbers. Those with the most men won the war. That changed as weaponry became more important than people in winning combat. The battle for market share in our industry is much the same....

Social Security changes reveal a knowledge gap advisers can fill

January 17, 2016

Ask just about anyone what Social Security is, and they will confidently tell you that it is a government program designed to help provide financial protection against certain hardships, like disability, death and retirement, by way of monthly...

Correcting the adviser-client disconnect over the definition of risk

January 7, 2016

When we say the word "risk" to clients, we're most often thinking of technical things. Like volatility or standard deviation. But when clients hear the word "risk," they're thinking of the chances they'll run out of money or fail to meet an...

Help clients stomach scary market headlines, or pay the price

January 7, 2016

It's a challenge to calm investors when headlines like “Chinese stocks halted” and “Stock market turmoil” proliferate in their email inbox before they even get out of bed. Then at breakfast they're hit with “Dow set for triple-digit...

2016 outlook from top advice executives

January 3, 2016

"Firm leaders will need to make deliberate choices as they evolve from practices to businesses. With the technology boom and changing investor preferences, principals will need to decide: Do I want to focus on running a business, managing investment...

Advisers optimistic about 2016 business

January 3, 2016

Adviser eyes will be laser-focused on the Labor Department in 2016, as the agency is poised to finalize new rules requiring advisers to act in the best interests of their retirement clients. But despite concerns about effects the rule might...

What will 2016 bring?

January 3, 2016

2016 will be an especially interesting year because of the pending fiduciary decision and the November presidential election. About 62% of advisers said the DOL fiduciary standard will be their top concerns next year, according to the InvestmentNews...

How to prevent clients from making a classic behavioral investing mistake

December 23, 2015

At some point, we've all had a client walk into the office and start a sentence with something like "I heard" or "I read." This happened pretty regularly after David Swensen wrote a book about his experience managing Yale's endowment fund. For...

4 steps to take to make sure you win with clients in 2016

December 21, 2015

As another unusually active year comes to a rapid end, let's look forward to 2016 and imagine what the industry should anticipate in the year ahead. In 2015, the stock market fluctuated along to a flat year. Indexing ruled, with a small group...

How retirement coaching can add value to your practice

December 21, 2015

The unstoppable pace of technology innovation and market competition could put you out of business unless you take steps now to add value far above and beyond traditional investment management. Today, advisers face unprecedented competition...

Big data ushers in the predictive future

December 20, 2015

Advisers already use big data to analyze their clients' behavior and measure themselves against the competition. But the predictive abilities that experts say are coming from the massive amounts of information being gathered around the web will...

Industry responses to confronting advice's diversity issues reveal racial divide

December 14, 2015

As is often the case with many questions, the answers all depend on who you're asking. Are minority communities under-served by financial advisers? Are advisers who don't target minority communities missing out on a growth opportunity? When...

Robo-advisers can have a positive influence on clients' financial literacy

December 14, 2015

The robo model of investing is very much on the industry's mind these days, prompting plenty of questions. How can investment firms and advisers best use automated investing technology? Will a robo approach threaten the traditional personal...

African-American advisers ID business challenges

December 11, 2015

African-American financial planners have distinct business challenges because a natural market for them, clients from the black community, face some barriers when it comes to the essential focus of advice: money. On average, African-Americans...

The challenge of keeping clients away from shiny new investing trends

December 9, 2015

Over the last decade, we've heard a lot about "alternative" investments. From hedge funds to startups, investors often wonder if they need something different in their portfolio. Plus, it looks like easy money. A billion-dollar startup? A zero-risk...

Set one clear annual goal to help you and your team stay focused

December 6, 2015

The following is an excerpt from “The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life,” by Ron Carson and Scott Ford (Greenleaf Book Group Press, 2015). Mr. Carson is founder and chief executive of Carson Wealth. Mr....

Advisers: Luke Skywalker you are not, Yoda you must be

December 3, 2015

If you live in America, there's a 99.9% chance you know that the new Star Wars movie is coming out on Dec. 18. After all, TV commercials advertising "Star Wars: The Force Awakens" have been running non-stop since September. Even with a DVR,...

3 quotes every adviser should remember

November 17, 2015

With Thanksgiving and the holiday season approaching, I thought I'd take a step away from my traditional observations on how to thrive in a digitized age, and take a slightly more reflective perspective. One of my odder hobbies is to study philosophy....

Client communications: Outreach on Paris attacks?

November 16, 2015

When horrific news breaks around the world, such as the Paris terrorist attacks on Friday that killed at least 129 people, advisers need to quickly weigh whether to reach out to clients about the possible impact of such events. Advisers in general...

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