Results for "behavioral finance"

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What your retiree clients care about and why you should too.

October 22, 2019

Most retirement strategies are focused on accumulating enough money for retirement or "closing the gap" between savings and funds ultimately needed. But what if that is not a client's top priority? Understanding a client’s money mindset can...

Building an emotional connection can grow your business

October 31, 2019

Financial professionals are often eager to gain new clients but less keen on asking for referrals. By focusing on emotionally connecting with their current clients, advisers may be able to generate more organic word-of-mouth recommendations....

Don't dismiss clients' woes just because they're rich

October 3, 2019

Editor's note: This is the first contribution from a new columnist, Sarah Newcomb, who will be writing every other month on behavioral finance. Jeff Bezos caught some heat recently when he asked that people stop referring to him and his peers...

Florida's Broward Health pulls $93 million from Ken Fisher

October 31, 2019

The Broward Health system in South Florida, responding to lewd comments made by money manager Ken Fisher, pulled the $93 million it has invested with his firm. The board voted Wednesday to terminate its association with Mr. Fisher's company...

4 areas advisers should investigate before leaping to another firm

October 24, 2019

Anyone who's ever switched jobs — or entered into marriage — has thought "this isn't what I expected." Often, advisers join a new firm with high hopes of serving their clients better while also growing their business, only to become disillusioned...

Happily Ever After: How to Help Retirees Make Lifestyle Choices They'll Love

September 3, 2019

After years of putting money into IRAs, 401ks, and other forms of retirement savings, most retirees want one thing: a chance to finally enjoy that money. Do you know how to help them enjoy that money the right way? We're not talking about the...

Closing the retirement savings gap for employers and employees alike

October 24, 2019

In today's low unemployment rate environment, competition for top talent is fierce. So how can businesses owners compete to attract and retain quality talent? And how can financial advisers help them do this? Ultimately, the solution lies in...

Why is basic financial literacy so elusive?

April 30, 2019

Graduation season will soon be upon us, and with it, so many admonitions explaining why students are unprepared for the challenges of the real world. Graduation speeches will discuss the trillions in student-loan debt, why spendthrifts need...

When living on a half-million dollars a year seems hard

March 29, 2019

Every so often you come across an article about someone who makes a lot of money, but who claims to be just scraping by. Among the more famous of these was a Wall Street Journal infographic from 2013 depicting the travails of single mothers...

One retirement risk few people talk about

May 14, 2019

Retirement is full of risks and hurdles, as it can span 30 or 40 years for many Americans. Certain risks are well known: running out of money, long-term care, health care and investment risks. Within these broad categories lie hidden or overlooked...

3 ways to take your planning business to the next level

June 17, 2019

It's no secret that there's been a trend toward providing advice and planning. This has been a good development, reflecting not just evolutions in the regulatory world but the preferences of an increasing number of investors. For advisers who...

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...

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...

How behavioral technology will improve retirement planning

April 12, 2019

Technology has always been the great disrupter. When robo-advisers came around, traditional advisers began preparing for battle. Now financial advisers are largely embracing technology, using it to free them up to be a better adviser. But technology...

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 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,...

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.

Millennial women and finances: Study yields surprising results

July 6, 2019

If any generation would have strong feminist tendencies, it would seem to be the millennials. They grew up seeing women gain power and influence. But when it comes to managing their family's investments and planning for their financial future,...

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...

Helping clients overcome emotional biases

January 16, 2019

Last year marked the 10-year anniversary of the financial crisis and the resulting Great Recession. Advisers who were in the business a decade ago remember emotional and panicked calls from clients wanting to exit the market, fearful they might...

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