How Behavioral Finance Can Boost Goals-Based Investing
Brinker Capital’s new investment solution uses behavioral finance to structure portfolios that get clients to their goals while managing volatility.
Wells Fargo’s Wimbish: Navigating the 30-Year Retirement
Wells Fargo retail retirement director Karen Wimbish on guiding clients not just to retirement, but through it, and the firm's new Income Center.
10 Commandments of Investor Behavior
Psychologist and behavioral finance expert Daniel Crosby provided 10 rules to manage your clients' investing behavior at FSI’s Financial Advisor Summit.
Behavioral Finance: Informational Inefficiencies Benefit Small-Cap Value Strategy
Common corporate actions like dividend increases and share repurchases are designed to improve companies’ capital structure and increase the value of their shares.
Gene Fama: When’s the Right Time for Active Investing? Never
The Nobel laureate remains a true believer in efficient markets and passive investing and blasts behavioral economists who "dredge for anomalies."
How to Connect With (and Keep) Female Clients: Kathleen Kingsbury
Advisor coach and former therapist Kathleen Burns Kingsbury talks to ThinkAdvisor about the gender differences many advisors don't understand.
Why Low Volatility Produces High Returns
They say there’s no free lunch in economics, but investing in low-volatility stocks appears to make a gourmet banquet available at diner prices.
FELA Combines Financial Literacy, Behavioral Finance for Better Outcomes
Most financial advisors seeking to cultivate long-lasting relationships with their clients are incorporating the principles of behavioral finance into their practices.
Investor Behavior by the Book
As you might imagine, people send me more books to review than I can possibly read. But "Investor Behavior" piqued my interest.
Better Benchmarks Through Behavioral Finance?
New understanding of behavioral finance means many one-size-fits-all benchmarks are outdated, Natixis and MIT researchers say.