The Client: Behavioral finance

• August 26, 2019

  Why Investors and Clients Are Turning Worries Toward Market Outlook

  U.S. investor optimism is at its lowest since 2016 while half of advisors expect a market downturn next year.

  No Comments
• August 14, 2019

  Senior Protection Rules Might Receive Overhaul

  Finra is seeking feedback on current rules aimed at safeguarding senior investors from financial exploitation.

  No Comments
• August 13, 2019

  Recession Tops RIA Client Fears

  Market volatility takes second place among clients but remains top concern among RIAs, according to a new survey.

  No Comments
• August 13, 2019

  Why Teaching Kids About Credit Can Score Points with Their Parents

  Clients' children often don't understand how FICO scores work.

  No Comments
• August 9, 2019

  Morgan Stanley Reveals What Really Worries HNW Clients

  They worry their financial information isn’t secure online.

  No Comments
• August 2, 2019

  Is Morgan Stanley Leading the Wirehouse Pack on This Popular Client Issue?

  The race among wirehouses to win the top spot as the most ESG-oriented recently accelerated.

  No Comments
• July 31, 2019

  The Gender Pay Gap May Be Behind Women Paying More in Banking Fees

  Women pay on average 18% more than men for various charges such as ATM fees and 30% more in overdraft fees, according to a recent report.

  No Comments
• July 31, 2019

  Four in Five Pre-Retirement Americans Are Concerned They Won’t Have Enough Money in their Later Years

  And less than 15% have even thought about life after retirement.

  No Comments
• July 22, 2019

  Shockingly Few Americans are Very Confident About Retirement Savings, Survey Says

  Around 44% aren't very or not confident at all.

  No Comments
• July 22, 2019

  Financial Advisors Are Guilty of Biases Too, Survey Finds

  Advisors ranked “overconfidence” as the top behavior affecting their decision-making.

  No Comments