Results for "behavioral finance"

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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...

How to make better decisions for you and your clients

July 9, 2015

Watching the calamity and emotional upheaval in Greece, and the tough decision people had to make in their referendum, is a lesson to all of us about the importance of optimizing the choices we make. The country that developed Western philosophy...

Don't project your risk tolerance on your clients

July 7, 2015

Financial advisers say clients often overestimate their tolerance for risk. But data suggest it's really financial advisers who become more nervous than they expected when markets become volatile. Advisers often underestimate their own stomach...

7 traits all successful team leaders share

June 25, 2015

As a successful financial adviser, you soon may find yourself leading a team, or adding more staff. Such responsibility comes with expectations that you'll be a good leader and an effective decision maker. While increased responsibility can...

Let the client decide how to communicate

June 14, 2015

In the not-too-distant future, advisers may have a section on their websites that asks clients or prospective clients how they would like to communicate. The options might be: (a) in person (b) telephone (c) email (d) text (e) video conferencing....

Firm built on trust responds to the needs of its clients

May 24, 2015

Lewis Altfest started Altfest Personal Wealth Management in 1983 with the goal of being a sort of Consumer Reports for financial planning. He wasn't seeking to offer industry reviews, but he wanted to build a firm based on trust, where clients...

What are the industry's best and brightest reading this summer?

May 22, 2015

As the summer begins, it's time to pull together the definitive summer reading list for advisers. InvestmentNews has collected book recommendations from some of the leaders of the industry to help advisers prepare for their downtime. Below,...

Advisers' clients want even more of the human touch

May 18, 2015

It's not your advice, it's you your clients value, according to a new survey by the Hartford Funds. The survey of 500 investors who work with a financial adviser found that only 32% of respondents valued financial performance more than a good...

What extreme longevity will mean for the advice industry

May 17, 2015

Researchers have found that pumping old mice full of young mice blood revives their aging organs and extends their lives. Now, scientists in California are testing the notion in humans. Other researchers are tailoring genetic therapies to an...

How to talk to clients who have just been widowed

May 15, 2015

The husband of Sheryl Sandberg, chief operating officer of Facebook and best-selling author of "Lean In," died accidentally on a family vacation. Like Ms. Sandberg, I am a widow. We widows learn to lean into a new life and chart a course for...

5 reasons why advisers should be targeting Gen X clients

May 5, 2015

If the three largest generation cohorts were the sisters from “The Brady Bunch,” the baby boomers would be Marcia, the oldest and most popular. The millennials would be Cindy, the youngest, needing the most attention. And the forgotten middle...

Keep clients for the long haul by bolstering risk assessment procedures

May 1, 2015

Let's start with the good news. Nowadays, there's little debate over the merits of measuring risk tolerance. Legislative and regulatory trends have evolved since the financial crisis to require that financial advisers, brokers and consultants...

Entice employees to save for retirement with a creative campaign

April 23, 2015

In the world of retirement plans, automatic features get the job done, but advisers must go further than that if they'd like to get employees interested in saving at work. There is no denying the benefits of allowing participant inertia to get...

It's time to look beyond the numbers to help strengthen client relationships

April 22, 2015

The 24-hour news cycle besieges investors with news stories, sound bites and financial data every moment of every day, forcing them to constantly reassess their financial well-being. Technology is vastly altering the dynamics of our landscape,...

Tony Robbins' 4 pieces of advice for financial advisers

April 15, 2015

Shortly into my one-hour podcast conversation with Tony Robbins last week it was clear: this man is connected! Mr. Robbins mentioned he spoke to Ray Dalio, head of the world's largest hedge fund, just hours before my conversation. A few days...

Are your clients as wealthy as they are rich?

April 8, 2015

What is the difference between being wealthy and rich? It's one of the biggest questions our industry has wrestled with for many years. That's why I was quite excited to read “The Thin Green Line,” Paul Sullivan's new book. Paul writes the...

Do you have what it takes to be a CEO?

March 27, 2015

If you're considering branching out and starting your own advisory firm, you might want to make sure your habits are in line with some of the business world's leading executives. Based on a CareerBuilder survey of more than 500 executives, we've...

Merrill Lynch's Liersch: 3 questions to help clients better articulate their goals

March 26, 2015

By asking several basic questions, advisers can get clients talking about what they really want for their families, lifestyles and communities, according to Michael Liersch, head of behavioral finance at Merrill Lynch.

New retirement planning: How to spend your time, not your money

March 19, 2015

My office bookshelves are crammed with financial titles explaining how to save for retirement, ensure that my money lasts a lifetime, use strategies to protect my nest egg from the devastating health care costs, retire wealthy and, failing that,...

Helping clients deal with financial infidelity

March 18, 2015

Not surprisingly, financial infidelity can destroy relationships, but advisers in some cases can help clients work through the problem. In other cases, however, more than just a financial professional is needed. Financial infidelity, when one...

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