Results for "behavioral finance"

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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...

Advisers scramble to head off sticker shock from clients over ugly August account statements

September 4, 2015

Even if they might appear calm on the outside, financial advisers are scrambling to pre-empt all manner of client sticker shock that is expected with August performance statements on the way. “I've already had many of those conversations with...

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...

What not to say to clients when the markets drop

August 24, 2015

We've all read about what advisers say to clients to keep them calm. But sometimes knowing what not to say is just as instructive for keeping clients on track during the tumult. InvestmentNews asked advisers what comments to steer clear of as...

Performance matters, but services deliver results

August 23, 2015

Many believe that for any registered investment adviser striving to grow a business, it's all about performance. Wrong! Increasing client retention is what is critical. Performance counts, but client service is more important — for your business...

Advisers take heed, more of your clients are managing accounts on the side

August 21, 2015

As clients get more affluent, educated and confident about their financial know-how, more financial advisers are discovering separate brokerage accounts in which clients are managing portfolios on the side. The trend, which has been building...

6 critical financial planning questions all advisers should be able to answer

August 14, 2015

As the financial services industry continues to shift away from providing strictly investment advice to a more comprehensive and holistic approach, advisers should equip themselves with the financial planning knowledge that can help differentiate...

Is the bull market making advisers and investors behave better?

August 12, 2015

Investors are getting closer to matching the full returns of the mutual funds they buy, new data released on Tuesday showed, but analysts said it's an open question whether the cause is less performance-chasing or a booming market. The average...

Effectively communicating with clients separates advisers from algorithms

August 12, 2015

For financial advisers, learning to have great conversations with clients is the golf swing of our business. But it doesn't come easily to everyone, and few of us have any direct training. With Master Communicator, I plan to share the lessons...

Lessons advisers can learn from robo-advisers

August 6, 2015

It seems like there are new articles covering robo-advice every day. Should you, as an adviser, be concerned? Will the robos eat your lunch? Our view at AssetMark is that robo-advisers are driving great innovation for investors. And we believe...

Are millennials as risk-averse as they're made out to be?

July 31, 2015

Millennials have been thought to behave more conservatively when it comes to their finances than older generations. But new data has revealed millennials have surprisingly similar levels of risk tolerance to older people. And while some do shy...

Openness, transparency drawing investors to robo-advisers over Wall Street banks

July 27, 2015

In Jamie Dimon's latest letter to J.P. Morgan's shareholders, he warned that “Silicon Valley is coming” for the financial services industry. These words, which reverberated across Wall Street's boardrooms and trading desks, were followed...

4 ways advisers can become more actively engaged with female investors

July 26, 2015

Women have become an economic force to be reckoned with, particularly when it comes to their investing potential. Numerous studies show that U.S. women create, control and influence upwards of $11.2 trillion — nearly 39% of the nation's investable...

Why even the wealthiest clients need to keep up with their credit reports

July 22, 2015

When you meet with your wealthy clients to perform a review, you probably don't go over their credit report very often. Maybe you never do. If so, you're not alone. Very few advisers review clients' credit reports and I can understand why. Many...

No bull: Why it's a good idea to risk everything

July 16, 2015

I was 18 when I first went to Pamplona, Spain, and ran with the bulls during the San Fermin festival. The weeklong festival in the northern Spanish town has been one of the largest street parties in the world for centuries. Endless nights of...

Contrary to conventional wisdom, young investors do want to work with advisers

July 15, 2015

It's often assumed that financial advisers should, and do, devote most of their attention to older, established clients. That's where the assets are. Recent research suggests, however, that advisers would do well to seek and serve younger clients...

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