Results for "behavioral finance"

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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...

Men, women & money: What we can learn from each other

September 17, 2015

In 1993, an American author and relationship counselor named John Gray published his soon-to-be classic “Men Are from Mars, Women Are from Venus.” The book explored the differences between men and women when it comes to relationships and...

New adviser course will target clients' behavioral finance issues

September 11, 2015

With equity markets taking investors on a heart-pounding ride over the past month or so, a new course aimed at boosting advisers' psychology skills may be just what the doctor ordered. The Investment Management Consultants Association will conduct...

Merrill Lynch's Liersch: How advisers can get couples talking about longevity

September 8, 2015

Getting couples to acknowledge that one spouse may live longer can be difficult. But by discussing longevity, advisers can help get clients prepared well before old age, according to Michael Liersch, head of behavioral finance at Merrill Lynch.

Fears about rising college costs present an opportunity for advisers

September 6, 2015

The burgeoning cost of college isn't just a strain for low and middle-income families. Affluent Americans are wrestling with how to pay for higher education, too. People from all income levels are being forced to take out more loans to pay for...

As stock market enters correction, some advisers look to buy

September 1, 2015

With the stock market's correction no longer a matter of if, some market watchers and financial advisers have taken to preaching a sense of calm as investors hunker down for a heretofore rare bout of volatility. “We could argue that it is...

Hurricane Katrina: 7 lessons advisers can learn from the Coast Guard's response

August 28, 2015

As an investment adviser, what lessons can you possibly learn from the U.S. Coast Guard's response to Hurricane Katrina? Saturday marks the tenth anniversary of Hurricane Katrina, which slammed into New Orleans on Aug. 29, 2005. The Coast Guard...

The importance of getting clients comfortable with talking about their money

August 26, 2015

As financial professionals, we're trained to talk about money. In fact, our training tells us it's OK to talk about money. But for everyone else, it's a different story. I can still remember as a kid that my parents didn't talk about money,...

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