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.
The 2020 IA25: Amy Webber
By Ginger SzalaThe President and CEO of Cambridge Investment Research shares advice on serving clients during the COVID-19 pandemic.
April 16, 2020
Most Endowments and Foundations Expect Severe Recession: SurveyThree in five plan to reduce costs and spending rates, NEPC reports.
April 15, 2020
8 Ways to Get Prospects to Switch AdvisorsWharton marketing professor Jonah Berger talks to ThinkAdvisor about the art of changing minds.
April 09, 2020
Vanguard Measures Emotional Value of Financial AdviceClient of human and robo-advisors are receiving different emotional payoffs, the researchers found.
April 08, 2020
You're Guiding Your Clients Through the Virus Crisis, but What About Your Business?Now is the time for you to start figuring out how much "friction" your firm can withstand, according to DeVoe & Co.
April 08, 2020
Ex-FBI Agent Shares 6 Steps for Building Client TrustThese steps can even be done remotely, former spy hunter Robin Dreeke tells ThinkAdvisor.
April 08, 2020
Advisors Need a Continuity Plan More Than Ever: EchelonThe COVID-19 crisis presents a "tremendous opportunity" for you to let clients know you're prepared.
April 06, 2020
6 Steps to Calm Clients Who Want to SellBehavioral economist Shlomo Benartzi breaks down how to talk the jumpiest clients off the ledge.