Why Clients Don’t Take Your Advice
Think you aren’t persuasive enough? Think your clients aren’t smart enough? It might just be how we’re all wired.
To Dig Deeper
Please see these research articles for more information on behavioral finance.
Generation X: Have Advisors Forgotten Them?
Their assets are substantial and growing, but when it comes to protecting those assets, they’re laggards. Enter the wealth manager.
How to Build a Family Office Environment
UBS's Ira Walker explains how he's remaking his service model.
AAPL by Any Other Name
What’s in a name? When it comes to stocks and stock selection, quite a bit, actually.
Debate on Fiduciary Is Over; Battle for ‘Best Interest’ Rages On
The debate on fiduciary duties ended with the DOL rule win. The battle continues over the meaning of fiduciary and “best interest.”
Why Advisors’ Google Presence Is More Vital Than They Think
With 40,000 Google searches a second, managing what potential clients find there is imperative for financial advisors.
Quiz Time: Do Investors Understand How Financial Services Really Works?
Financial literacy is a noble goal, but clients and investors would be better served by understanding some basics about the industry.
Managing a Client’s Emotional Response to Declining Markets
It is up to us to help clients fully understand and stay true to the notion “buy low, sell high,” Mike Patton writes.
8 Ex-NFL Stars Worth a Fortune
While stories of fortunes lost generate much buzz, many NFL stars walk away from the game set for life and even increase their wealth.