Olivia Mellan, the veteran IA columnist, psychotherapist, and money coach, suggests that in helping clients plan their retirement, it's essential not only to determine clients' goals, but also for you to understand your own biases about retirement so you do not unfairly judge your clients' goals or sabotage their wants. "Take time to explore your own judgment, fears, feelings, and opinions about retirement," she told attendees at the second of the six-city Future of Retirement Planning conference sponsored by Lincoln Financial Group and Investment Advisor, Wealth Manager, and Research magazines in Hollywood, Florida. Some of your clients, she says by way of example, may just want to play golf all day, and that's fine, even if you think it's a waste of time. As with most biases, the point is to be aware of your own prejudices and not let them unduly influence how you listen to and serve your clients.
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...