Displaying 27 results
Behavioral finance meets AI with launch of new fintech platform
Partnership promises 'future of financial advice’ with digital assistant that helps to deepen advisors’ understanding of clients.
Orion beefs up tech shelf with new BeFi tool
Fintech unveils new tools focused on behavioral finance, estate planning and client trading oversight.
How getting in touch with your emotions can lead to better market trading
New study reveals how emotions are impacted by challenging market conditions.
Emotions can be the key to making your firm unforgettable
Marketing is a long game. First impressions matter, but lasting impressions matter more.
Turning on a dime to solve the ‘investor problem’
Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.
Retirement saving is hard even for people who can afford it
The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving
It’s the end of the world as we know it
Investing amid this year’s turmoil requires mentally fast-forwarding to see what long-term trends may emerge as a result of the crises
Encouraging clients to live a little
Many clients cling to not-so-conscious rationalizations that help them hold onto their disempowering money stories
Don’t let ageism stop you from talking about longevity
The financial industry often denies the fact that clients are living longer than ever before
Listening for the stories that drive client behavior
Once we're conscious of the stories we’re working with, we’re in a better position to question, and if necessary, rewrite them
Formula for change
Most of the time what’s holding you back from making a change is fear of some far-fetched negative outcome or, worse still, the dreaded unknown
Help clients overcome these 3 common emotional biases
Amid market volatility, it's important to remind them to keep their long-term goals in focus when making short-term decisions
Helping couples who are experiencing financial discord
Financial therapists can help people to understand their own perspectives, values, hopes and fears
Brinker Capital’s Daniel Crosby talks about the balance of managing client emotions
Keeping clients grounded and focused is especially important during times of extreme stress
Coaching clients through fear
You can now make a long-term difference in the lives of your clients if you know how to recognize and minimize the effects of emotion on judgment
Fear sells, but excitement buys
We're constantly telling clients to remain calm during sell-offs. It's just not possible
Coaching clients to teach their kids about investing
Less than half of parents let their kids make real financial decisions, and that’s a problem
Crash courses in BeFi
Financial advisers who want to learn more about behavioral finance should consider educating themselves on the topic
Client behavior is a better benchmark for measuring success
The most critical part of a financial plan is usually whether or not the client has done their part.
Using technology to manage investor behaviors
Differentiate yourself by managing risk so your clients can stay invested over the long term.
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