Are Investors Biased Against ‘Foreign Sounding’ Money Managers?
Study shows funds managed by people with more familiar, American-sounding names bring in about $133,000 more in fees annually.
Must Have Certifications And Designations For Retirement Planners
Helping others to realize their dreams is certainly no easy matter. It requires financial smarts, the right credentials, and no small measure of passion.
How to Sell Your ‘Invisible’ Services to Prospective Clients
A 1999 book by Harry Beckwith provides remarkable insights into marketing an intangible service like financial planning. Beware: they're not choosing you for your brilliance.
Tell Your Clients: Stocks Won’t Go Up Forever
The human brain is naturally wired to want to invest more in top performing assets and to pull out of assets that have performed badly.
Money Anxiety Index at 6-Year Low: The Implications for Advisors
Advisors who want a better grasp on financial confidence should be looking at what people actually do with their money, not just what they say.
The Qualities That Make Fama a Mensch, Says French
Eugene Fama is known above all for his asset-pricing model; less well known publicly is that he is also a role model.
Financial Planning Meets Therapy in New Grad Offering
Kansas State University is now offering a certificate in financial therapy that integrates psychological elements with personal finance.
How Behavioral Finance Can Boost Goals-Based Investing
For many financial advisors, behavioral finance is still somewhat abstract. They recognize the importance of understanding investor behavior to improve investment outcomes, said Chuck Widger, founder and executive chairman of investment management firm Brinker Capital. However, due to a lack of practical tools, finding the best way to incorporate behavioral...
Alternatives Speak to Two Generations
RIAs have a huge opportunity to develop client relationships using alternative investments with two demographic groups: baby boomers and the millennial generation.
The Day After Veterans Day
I’ll admit it: I didn't know what to write about this month in this magazine where I’ve written editor's notes for about 13 years.