Kahneman: Clients Driven by Losses, Not Gains
Advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
Investing in the Sun and Wind: Renewable Energy
Renewable energy sources like solar and wind can provide plenty of investment opportunities, but also volatility.
Tony Robbins Slams Critics, Says He’s Not a Financial Advisor
Supercoach Tony Robbins, who invites seminar attendees to walk over hot coals, is now raking RIAs over the coals for taking “pot shots” at him.
High CEO Pay Equals Low Corporate Performance: GMO Report
A savvy portfolio manager wants to buy shares of companies focused like a laser beam on maximizing shareholder value, right? Not so, says GMO.
Better Odds Playing Powerball Than Picking Best Mutual Fund
Not only are the odds of picking the best funds low, investors who pick winners often dump them before their worth is proven.
The Wall Street ‘Election’ Campaign Is On. How Will You Respond?
Brokerage lobbyists have framed the debate, and fiduciary advisors are way behind in the polls.
Harness Emotions to Minimize Investing Mistakes
Behavioral finance has become an increasingly important concept in the last few years as two bear markets magnified the emotional reactions triggered in investors.
Why Warren Buffett’s Values Make Berkshire a Value
Can Berkshire survive the absence of Buffett, or should investors bail out before nature or changing life priorities take their course?
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.
3 Trends for Newly Wealthy Families
With most U.S. wealth being first-generation wealth, it’s not about preparing the money for the family so much as preparing the family for the money.