Behavioral Finance
Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.
What's Driving Your Clients' Behavior?
By Savita Iyer-AhrestaniDetermining behavioral investor types and investor biases may be the most important aspect of behavioral finance as it applies to financial planning.
December 01, 2010
Bernanke Can't Catch a BreakGee, Ben Bernanke does everything possible to devalue the dollar, including QE2 (which, as everyone knows, now stands for Quantitative Easing 2, not the ship once known for fast passage across the Atlantic), and what happens?
December 01, 2010
Future ImperfectTarot cards, the flight of crows, Ouija boards, horoscopes, animal viscera: The past is a hodgepodge of attempts to read the future.
December 01, 2010
Wasted Time, Wasted Money, and Wasted HopeAlmost daily, financial advisors adopt marketing tactics that they hope will make them millions--tactics requiring as little effort as possible.
December 01, 2010
Excavating Finance’s PastFor the past three years, Research magazine has been running "Historical Research," a regular feature on financial history. We've covered topics ranging from the dot-com...
November 30, 2010
In response to "Sales tips from kids"There are several areas in life where we could learn a few lessons from kids and sales is definitely one of them.
November 30, 2010
Getting to know your client's 'money' personalityBecoming familiar with your clients' money personality can help you better understand them, their motives and the best way to approach working with them.
November 30, 2010
5 Inducted Into Research’s 20th Annual Advisor Hall of FameResearch Magazine found the special blend of empathy, integrity, discipline and an attitude of gratitude that made these financial advisors inductees into our 20th Annual Advisor Hall of Fame.