What Your Clients’ Personalities Say About Their Portfolios
Contemporary psychologists believe there are five basic dimensions of the human personality. These traits can influence financial behavior and investing patterns, a study found.
Advisors, Staffers Unhappy With Pay: FPA Study
Only about a quarter of advisory firm employees are satisfied with their pay, and about a quarter plan to change jobs soon, the study found.
Fin Tech Innovations More Trusted Than Industry as a Whole: Edelman
The financial services industry is the only example where an industry is more trusted to implement a specific innovation than it is as an industry as a whole.
Easing Millennials’ Investing Fears: Northwestern Mutual
Advisor Chantel Bonneau, a millennial herself, talks about Northwestern Mutual's recent study and how to boost the investing confidence of younger clients.
6 Predictions for Markets, Industry in 2015: CFA Institute
Late last year, the CFA Institute surveyed members about what 2015 held for markets and the industry. Here's how their predictions are playing out.
Pensions, Not HNWs, Driving Hedge Fund Growth: KPMG
Change is transforming the hedge fund industry, affecting product mixes and fee structures, markets and investor types, KPMG reports.
Women Need to Talk More About Money: Fidelity
Less than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
How to Get Men to Give to the Poor
Men showed less empathy and generosity than women in a Stanford study about giving to the poor, but one type of appeal closed the gap.
For Modern Families, a Tradeoff: Closer Ties for Financial Stress
Financial security is precarious for multigenerational and boomerang families, where adult children live at home, Allianz finds.
No Room for Feelings in the Market
I want to discuss the rather annoying tendency of commentators to extrapolate market sentiment to well, infinity and beyond.