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On Wall Street
June 1, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients   |
On Wall Street
June 5, 2009
Denise Federer |
Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets. |
Financial Advisor
February 2005
Raymond Fazzi |
The Mistakes Investors Make A new survey suggests there are some common investing mistakes, and defined patterns of behavior, that advisors can look for in their clients. |
Financial Advisor
July 2008
Tracey Longo |
Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions. |
AskMen.com
August 19, 2001
Rashmikant Patel |
The A To Z Of Successful Investing Having a disciplined and simple approach to investing is what financial planning is all about. I have listed a few rules of thumb that will make you a successful investor... |
Investment Advisor
May 2006
Susan Hirshman |
The Wealth Advisor: Profiting by Behavior Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights about your clients and the markets and a better process to deliver your services. In other words, you have to be a wealth manager. |
Investment Advisor
May 2009
Nick Giacoumakis |
Expert's Corner: Stage Fright Recognizing the four emotional and psychological stages clients go through during a market downturn can help advisors better understand how to cope with market volatility and avoid some common pitfalls. |
Investment Advisor
April 2006
Maya Ivanova |
Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements. |
The Motley Fool
August 13, 2004
Tom Gardner |
Should You Own 50 Stocks? The majority of individual investors in stocks are still in learning mode and should have very diversified portfolios. |
Investment Advisor
January 2006
Robert F. Keane |
Far From Fossilized Advisors Capital Management looks to provide clients with true individual portfolios of diversified securities at a much lower cost than is possible with mutual funds. |
Registered Rep.
August 1, 2006
Stan Luxenberg |
From Complexity to Simplicity And Back Using plain-vanilla mutual funds, retail advisors can build low-correlating portfolios, like absolute-return portfolios. In fact, the sophisticated financial advisor is performing like a mini-institutional consultant of yore. |
Financial Advisor
September 2008
Andrew Dodds |
Uphill Climb The catastrophic losses suffered by Bear Stearns employees should serve as a wake-up call for all financial advisors. Investment portfolios intended for retirement must be adequately diversified. |
Registered Rep.
March 1, 2003
Grove & Prince |
The Affluent Are Searching for Relief in Alternatives The rich shouldn't care if it's a bull or bear market. That's because the rich have so many investment options -- they can go completely short, or pick a cocktail of alternative investments, that, theoretically, could hedge away risk. Surveys show the affluent are doing exactly that. |
Financial Planning
May 1, 2005
O'Toole & Steiny |
Behavioral Finance 101 Understanding the psychological side of money can help you and your financial advisory clients make the right investing decisions. |
On Wall Street
July 1, 2010 |
Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients. |
Investment Advisor
September 2005
Greg Salsbury |
Harvest Time As Americans live longer, advisors need to switch their emphasis from accumulating assets to making existing assets last. |
The Motley Fool
December 10, 2004
Selena Maranjian |
Types of Investors: Which Are You? Knowing who you are can help you understand yourself and how you approach making money. Learn about some classifications of investors and which brokerage is right for you. |
Investment Advisor
January 2006
Kathleen M. McBride |
Many Happy Returns Stratton Growth Fund has displayed a disciplined approach to all-cap value investing that has outperformed for decades. |
Financial Advisor
October 2004
Tracey Longo |
Investing For Retirement Investing for retirement is feeling pretty dicey. That has investors looking for all the advice they can find. Here's what financial advisors are saying. |
The Motley Fool
February 15, 2006
Vitaliy Katsenelson |
Protection Against a Dangerous Enemy A very effective way for investors to maintain rationality and fight off the desire to act on emotions is to create rules of engagement: an investment policy. |
The Motley Fool
December 3, 2004
Whitney Tilson |
Gaining an Investment Edge Here's how to beef up your portfolio and beat the market. |
Investment Advisor
October 2006
Black & Bakker |
Life Support A reader survey suggests how asset managers can be true partners with investment advisors. |
The Motley Fool
June 10, 2004
Selena Maranjian |
Profiting From My Mistakes If you want to make a profit, then do as I say, not as I've done. The author has been investing for a decade now, and she's made her share of missteps along the way. Take time to learn from her mistakes so you can avoid the same pitfalls. |
On Wall Street
May 1, 2013 |
Five Questions with Meir Statman The professor of finance at Santa Clara University, Calif., discusses where investors are today and how financial advisors need to address clients emotional outlook on the markets. |
Investment Advisor
December 2005
Kathleen M. McBride |
Hybrid Vehicles? Mutual funds have brought Main Street into investing and been the lifeblood of most advisors' practices. In the future, will there be a better way to invest? |
Financial Advisor
May 2008
Kurt J. Rossi |
Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams. |
Financial Planning
July 1, 2006
Ken Haman |
Creating V.A.L.U.E. Effectively managing clients' emotions is the skill that distinguishes the most successful financial advisers from the rest of the pack. Following this five-step process can help you get started. |
Investment Advisor
January 2009
Bob Clark |
Compassion Fatigue In times like these, when clients are emotional, financial advisors more than ever need to be objective and professional. |
Financial Advisor
June 2004
Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
Registered Rep.
August 1, 2004
Stan Luxenberg |
Nest Eggs in Multiple Baskets Increasingly, employers have begun offering life cycle funds, which include broad mixes of stocks and bonds. By picking one life cycle choice, an investor can hold a nicely diversified 401(k) portfolio. |
Financial Planning
June 1, 2010
Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
On Wall Street
September 1, 2010
Aarti N. Maharaj |
Five Questions With Amy Strong Joining Financial Research Corp. as a research analyst in 2007, she examines the state of the industry and marketing effectiveness. |
Investment Advisor
March 2009
Melanie Waddell |
Cover Story: Patience In the quest to generate retirement income for their clients, many advisors relied on their investing-for-accumulation roots, and therefore were not focused on retirement income planning. |
AskMen.com
October 14, 2001
Rashmikant Patel |
The Emotional Cycle Of Investing These are the typical emotional stages a person goes through when experiencing the so-called wonderful world of investments... |
On Wall Street
October 1, 2010
Denise Federer |
The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them. |
Investment Advisor
November 2005 |
Catching Up With . . . Quincy Krosby of The Hartford The company's chief investment strategist discusses the economic and geopolitical events that are influencing financial advisors and investors alike. |
AskMen.com
April 14, 2002
Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Registered Rep.
December 22, 2009
Stan Luxenberg |
Forget Stock Market Gains, It's Best to Avoid Losses Many financial advisors and portfolio managers who held to traditional buy-and-hold stock-bond portfolios are now emphasizing new kinds of diversification. |
The Motley Fool
April 17, 2006
Shruti Basavaraj |
Stocks on the Rise What goes up usually comes down. Everyone wants a piece of a stock on the rise. But by being a value investor, you can find stocks before they rise. |
AskMen.com
February 18, 2002
Rashmikant Patel |
What Kind Of Investor Are You? It is easy to say that you want to make money in the stock market, but the true question is how much you are willing to risk in order to achieve your investment goal... |
The Motley Fool
December 1, 2005 |
Think Thrice Before Dividing in Thirds Portfolio allocations don't come in one-size-fits-all. A more sensible approach is to consider investment timeframes and, of course, what you can tolerate in terms of market volatility. |
On Wall Street
January 1, 2009
Larry Silver |
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. |
Investment Advisor
June 2009
Don Schreiber, Jr. |
Danger & Opportunity: A Fool's Errand Banks, markets around the world have been rallying, but before celebrating, advisors should look carefully at the underpinnings of the market's rally. |
AskMen.com
Michael Estrin |
8 Stock Market Mistakes Investors Make Investing in the stock market is one of the best things you can do with your money, provided that you know what you're doing. Here are some common mistakes investors make. Know them and avoid them. |
Investment Advisor
April 4, 2011
Savita Iyer-Ahrestani |
Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive |
Financial Advisor
March 2010
Jarrett Solomon |
A Poignant Lesson Investor psychology is not always easy to manage or understand, but these tenets may help you work with clients in uncertain markets. |
Investment Advisor
September 2005
Kathleen M. McBride |
But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P. |
Financial Planning
January 1, 2009
John J Bowen Jr |
Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever. |
The Motley Fool
July 8, 2004
Selena Maranjian |
A Time to Sell There are lots of times when selling is best, such as when you don't know enough about the company or don't expect to make much more on the stock. |
Financial Planning
October 1, 2006
Len Reinhart |
Global Positioning Financial advisors need to rethink the basics of international investing for retiring boomers. |
