When Disclosures Do More Harm Than Good to the Client
Disclosure is good, nondisclosure is bad—right? Perhaps it's not as simple as we like to believe, as Michael Finke of Texas Tech points out.
Looking for a Job After College? Try Financial Planning
Deena Katz and Harold Evensky make a pitch: the education’s practical, and a job is waiting for you upon graduation.
The Disclosure Paradox: How Much Information Is Too Much?
Too much information can be as harmful to retirement plan decisions as too little.
Your Client’s Brain: Coping as Your Clients Age
As the brain ages, there is a decline in the ability to make decisions matched by a misplaced confidence in that ability.
Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow
"Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.
Busting the Risk Myth of Women and Investing
The perception of the “fairer sex” as less willing to tolerate investment risk fits well with common stereotypes. But there’s more to this story.
Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow
The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...
Sentimental Fools: Pity the Poor Mutual Fund Investor
Mutual fund investors exhibit remarkable skill when selecting mutual funds--remarkably awful, that is. How an advisor can help underperforming fund investors avoid sentimental pitfalls.
This Is Your Client’s Brain on Finance
Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.
No Alpha: Evensky’s New Research Delivers Fresh Blow to Actively Managed Funds
New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.