The Client: Behavioral finance

• April 20, 2018

  Wealthy Clients Are Pessimistic About Longevity and Healthcare Costs

  Half of high net worth individuals also believe working longer is good for health, and most wealthy work on weekends.

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• April 20, 2018

  Implement Boundaries and Structure with Volatile Clients

  Make written agreements mandatory for impulsive clients.

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• April 19, 2018

  Advisors Neglect Retirement Income Planning, Study Reveals

  FAs warned to help their clients better plan for the future.

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• April 18, 2018

  Merrill Lynch, RBC FAs Reveal Their Game-Changing Client Moves

  When done right, this simple technique can be one of the best ways to help investors stay calm in market volatility.

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• April 13, 2018

  Use True Stories to Drive Home Advice

  Sometimes telling the story of someone you know can help convince clients to make wise decisions.

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• March 29, 2018

  Well Fargo Sees Investor Optimism at 17-Year High

  But investors may be missing an opportunity to take advantage of recent tax law changes.

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• March 29, 2018

  Risk-Adjusted Returns Still Top Fund Selection Criteria for BD Advisors

  The Financial Times Top 400 advisors generally still see a huge role for actively managed products in their clients’ portfolios.

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• March 27, 2018

  Many Pre-Retirees Are Too Aggressive with Investing

  Study finds some are putting their investments at too much risk despite worrying about market losses.

  Last Comment: March 27, 2018
  1 Comment
• March 12, 2018

  Using Clients’ Mental Accounting for Better Planning

  Advisors can help clients protect money from primitive impulses.

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• March 5, 2018

  Advisors Keep Clients Calm Despite Media's Best Efforts

  FAs say they're up against a investment news industry with a vested interest in spreading panic.

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