Results for "behavioral finance"

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Bounded rationality: The realistic choice

November 5, 2018

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices. But, how can we reconcile the belief that humans make rational choices when there are countless...

New FPA survey reveals characteristics of top advisers

October 3, 2018

Building better relationships with clients is never a bad thing. But the most successful financial advisers also are able to leverage technology to dissect and solve client problems — and then dish out the tough love of delivering straight...

Finding the right nudge for your clients

August 27, 2018

"First, never underestimate the power of inertia. Second, that power can be harnessed." —​ Richard H. Thaler, Nobel Laureate, behavioral economist Client perceptions of a financial adviser's service are ultimately determined by how effectively...

Shlomo Benartzi to chair Acorns behavioral economics committee

September 21, 2018

Shlomo Benartzi, a well-known behavioral economist and professor at UCLA Anderson School of Management, is joining Acorns, a digital advice startup best known for its micro-investing service, to head a new project to build products that help...

FOMO, social media driving millennials' investing decisions

October 10, 2018

Millennials' use of social media is helping drive their investment decisions, according to Fabrizio Campelli, Deutsche Bank's global head of wealth management. They have a "fear of missing out" (FOMO) as they're more "networked and exposed"...

5 non-money-related books to help you (and your children) live a better financial life

August 17, 2017

Last week I was enjoying a late summer dinner with my daughter. We ended up discussing the books that I thought she should read ? books that I think are interesting and have helped me the most in my life. She's a sophomore in college and really...

It's time to make 'behavioral finance' more than a buzzword

June 6, 2018

At a time when retail investors have more options for where to seek financial advice than ever before, advisers who incorporate behavioral finance into their business potentially can stand out significantly. Implemented correctly, a behavioral...

The Super Bowl, advice and the markets

May 2, 2018

Super Bowl 52 was nothing short of spectacular. The New England Patriots, stacked with Tom Brady and Bill Belichick, looking to win a sixth Super Bowl and make history in front of our eyes … against the Philadelphia Eagles. Phila-who? The...

Funding The Right Investments At The Right Time

April 16, 2018

Planning for the future requires setting goals. Whether it's preparing for college tuition payments for the next four years, saving for a second home in retirement, or something else entirely, every client will have a range of imminent and distant...

Behavioral finance: Finance for normal people

February 18, 2016

We often hear that behavioral finance is nothing more than a collection of stories about investors swayed by cognitive errors and misleading emotions; that it lacks the unified structure of standard finance. Yet today's standard finance no longer...

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....

Adviser's Consultant: Incorporating clients' risk scores into all planning decisions

June 8, 2017

David Yeske believes advisers can help clients make smarter financial decisions if they take the client's risk tolerance into consideration more often. Most advisers use a client's risk score to help decide how to invest their money, but it...

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...

Right to the Point: Why forecasts are for dummies

January 29, 2015

When average people listen to experts' forecasts, it puts to sleep the part of their brain involved in critical thinking, according to behavioral finance expert Daniel Crosby. Find out what advisers need to watch out for.

Guide Clients Through Emotional Ups and Downs To Prevent Costly Decisions

March 12, 2018

Even good people make bad decisions. The client who invests $8,000 in a late night TV real estate scam; quits a lucrative career to join in an ill-advised business venture; or has an out-of-control spending habit. When fueled by emotion or bad...

Cetera adding facial recognition software to help gauge clients' emotions

June 7, 2017

Cetera Financial Group is adding facial recognition software to its set of financial technology tools later this year in an effort help its 8,500 affiliated advisers learn more about what's most important to their clients. The goal is for advisers...

Prepare clients for the terror of falling markets

October 30, 2017

It's witching season and while our costumed children invade our neighborhoods for candies and treats, almost no-one considers the "trick" part of the equation anymore. It's much the same way for investors today; it's been nothing but treats...

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...

Personal client communication shows your value

December 12, 2017

Why do clients fire their adviser? Is it for lack of performance? Bad service? Most advisers suffer the disappointment of being let go by a client at some point—a blow often followed by weeks of agonizing, trying to figure out what went wrong....

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,...

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