The Client: Behavioral finance

• February 14, 2019

  Almost Half of Federal Workers Fell Behind on Bills During Shutdown

  And even among the general population, 42% say they were more stressed during the 35-day government shutdown.

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• February 12, 2019

  How FAs Can Overcome Their Clients’ Annuity Aversion

  Many pre-retirees are sensitive to the perception of unfairness in an insurer ending up with excess funds.

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• February 6, 2019

  Do Your Clients Make These Behavioral Blunders?

  Confirmation bias and loss aversion are more prevalent than you think.

   Transcript   Video [ 3:51 ]  

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• January 30, 2019

  Raymond James Advisor Reveals Key to Servicing Plan Sponsor Clients

  The firm believes financial advisory services should be tailored to the unique needs of each client.

   Transcript   Video [ 4:56 ]  

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• January 28, 2019

  Being Prepared for the Next Market Downturn

  In July 2018, the U.S. economy entered the tenth year of the current economic expansion, the second longest in U.S. history. Naturally, many are now asking how much longer it can last.

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• January 28, 2019

  Fewer Parents Say They’re Likely to Seek Financial Advice

  But advisors may have a more receptive audience among Millennial parents, according to a recent survey by New York Life.

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• January 23, 2019

  Here's How FAs Can Guide Clients Through Evolving Capital Markets

  Chris Cordaro, chief investment officer of RegentAtlantic, says clients are looking for consistency and discipline.

   Transcript   Video [ 3:16 ]  

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• January 10, 2019

  Wells Fargo: Millionaires' Children Lack Financial Literacy But Not Zeal for Wealth Planning

  The progeny of wealthy clients often give themselves mediocre grades in financial literacy.

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• January 9, 2019

  Proven Strategies for Winning Over Your Clients' Kids (And Some Things You Really Shouldn't Do)

  Top UHNW advisors reveal their winning game plans.

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• January 2, 2019

  What Advisors Can Do to Connect With Clients of Different Generations

  Millennials, Gen Xers, baby boomers ... each generation has different needs and connects with different approaches.

   Transcript   Video [ 5:42 ]  

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