The Client: Behavioral finance
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December 11, 2018Why Are Clients Insisting on Working Beyond Retirement?It's a trend that looks set to continue.No Comments
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December 4, 2018Wells Fargo and Raymond James Have Secret Weapons to Target Wealthy Clients’ KidsThese families see “longevity planning” as an authentic need.No Comments
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December 4, 2018Merrill finds Gen Z the Only Ones Left Choosing Love Over MoneyMajority of Americans born before 1996 want a partner who provides financial security instead.No Comments
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December 11, 2018Talking to Clients About Risks from Government Policy and PoliticsFrom tax cuts to interest rate hikes, the policy decisions made in Washington can affect your clients wherever they may be. Financial advisors must know how to walk clients through the changes and set their expectations for how these policies will impact their portfolios.No Comments
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December 12, 2018Navigating Headline Risk so Clients Stay the Course Instead of PanickingInvestors may want to bail at the first sign of trouble, but financial advisors who anticipate news events and clearly communicate can avoid the stress of talking their clients off the ledge.No Comments
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October 22, 2018The Advisor’s Approach to Active Management for Headline EventsThe 2016 presidential election results may have caught some investors by surprise, but for many the market reaction to the results was equally surprising.No Comments
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November 29, 2018Plan Participants With An FA Trade Almost Twice As Often As Those WithoutBut they also have better diversification.No Comments
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November 28, 2018Why 85% of Americans Who Don’t Have an FA ShouldVoya survey finds people working with an FA feel far better prepared for retirement.No Comments
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November 28, 2018Wells Fargo’s UHNW Clients Preparing for Downturn by Taking out LoansHead of Abbot Downing says wealthy clients want to avoid selling equities in the open market.No Comments
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November 13, 2018Expungement Warning: Lawyers are Selling Advisors False PromisesThere's no guarantee advisors can have their record cleared, and in the meantime they might be bilked.Last Comment: November 13, 2018
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