5 Reasons Clients Make Bad Investing Decisions
Behavioral finance plays a big role in any successful client relationship. Beware of these five forces that lead clients astray.
2 Best Practices for Managing Client Expectations
"Wise questions" provide clues to subconsciously held biases and beliefs, says Curian’s Keith Johnson
New Hire Roundup: IMCA Names Whiting National Sales Director
John Carter of Nationwide was named IRI board chairman, and Tom Petrone became director of capital markets at Dynasty Financial Partners.
4 Tips for Effective Client Communication
Keith Johnson has zeroed in on four areas to attract and retain more business.
Why Can't Advisors Tell the Difference Between Alternative Assets and Strategies?
Money managers at Curian say too many advisors fail to adequately understand the difference between alternative strategies and assets, to the detriment of portfolio building and client outcomes.
4 Areas of Advisor Focus to Enhance the Client Experience
“I feel the days of asking for referrals are over," Keith Johnson of Curian Capital says. "The advisor shouldn’t have to ask for referrals; he should earn them.”
Curian Survey: Advisors Surprise on Interest Rates, Social Media
A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.
A Startling Illustration of Globalization’s Investment Impact
A recent panel of top managers reveals interesting facts about where we’ve been, and where we’re headed. One point: the rapid growth of emerging markets' investment grade opportunities.
Video Games May Hold Key to Future of Financial Planning
The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.
How to Talk Risk Without Scaring Your Clients
“We’re persuaders, it’s what we do," Scott West of Invesco PowerShares said, "and persuasion is nothing more than the transfer of confidence.” He gave three steps to prevent clients from fleeing.