Results for "behavioral finance"

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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...

Investors pause but look past Paris attacks, keeping eye on the Fed

November 16, 2015

Much to the surprise of some market watchers, investors — and thus, financial markets — Monday looked past the brutal terror attacks in Paris on Friday that left 129 people dead and hundreds injured. Having the weekend to absorb and clarify...

Alternative growth strategies for a fearful low-growth world

November 9, 2015

Fear and demographics can be powerful drivers. Investors who remember the financial crisis fear a repeat performance. Understandably, they want stability. At the same time, demographic changes in developed markets are creating enormous pressure...

Remind clients you're here to help them avoid costly mistakes

November 4, 2015

Many financial advisers struggle to define their value to clients. But it doesn't have to be that way. I came up with this sketch not long after my wife and I decided to hire an adviser for our personal finances. Many people were confused. "But...

An adviser's advice to millennials

November 3, 2015

Millennials have presented quite a challenge to wealth managers as they try to bring this crowd aboard. In my experience, many of them have an inherent skepticism about financial professionals that comes from living through one of the worst...

Ready to plan till age 110?

November 1, 2015

When you think about retirement in terms of being unemployed, the whole venture sounds a little scary. If you think about it as 35 years of unemployment, it's downright frightening. But InvestmentNews reporter Liz Skinner suggested doing just...

The scary truth: The struggle between who we are and what we want

October 29, 2015

Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of...

Like it or not, the U.S. economy does better with a Democrat in the White House

October 28, 2015

The economy has historically done better under a Democrat president. Why that is remains a mystery. Dumb luck, or just regular luck? If you're a follower of offbeat economic indicators, you should start worrying about a recession. It's not good...

Get clients comfortable with 'short-term boring, long-term exciting' investing

October 22, 2015

Clients can have a hard time understanding what they see in the media about investing versus what they hear from us. We're encouraging things that don't sound very exciting. Save more. Spend less. Leave your money alone — for a long time....

Back to the Future: What the advice industry will look like in 30 years

October 21, 2015

In “Back To The Future II,” Marty McFly and Dr. Emmett “Doc” Brown hop in their DeLorean, harness 1.21 gigawatts of power, and leapfrog 30 years into the future, to Oct. 21, 2015. Great Scott, that’s today! To mark the duo’s time-traveling...

Your young clients lack self-reliance

October 18, 2015

"If I do everything right, the only thing you'll inherit from me is a work ethic.” To this day, my father denies ever telling me this, yet I remember it well. His mindset was indicative of his generation — work hard, create your success....

Robo-advisers make it easier for human advisers to show their true value

October 7, 2015

The investment tools we call robo-advisers have been around for a long time. In many instances, we've used these tools to help our clients. It's a recent thing for companies to put a bow on these algorithms and sell them directly to investors....

How to show clients what they're missing when they focus on products over plans

September 23, 2015

Sometimes I think people need a reminder about why they're investing. They're not investing because they want to own one of the "10 hot funds." They're also not investing so they can talk to co-workers about what happened in the market. But...

How clients really want advisers to earn fees

September 22, 2015

We all know that if a person makes bad financial life choices, their investment results are almost meaningless to the outcome of their financial lives. We now have research validating the fact that most people's financial lives really aren't...

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