The Client: Behavioral finance
June 22, 2021
Pandemic Resets Investors' Financial Habits: Study
A third of Americans say the pandemic prompted better financial discipline and planning , results of a Northwestern Mutual survey show. The question is whether these new habits stick.
June 21, 2021
Women of Color, Millennial Women Take Outsized Financial Hit from Pandemic
These groups were the “most likely to have had someone close to them lose a job, be forced into working fewer hours, or have pay reduced,” according to Capital Group.
June 16, 2021
FAs Weigh In: FOMO Switched to FOLM — Fear of Losing Money
“We made sure we let them know, ‘We are all going to be OK,’” according to David Root, founder and CEO of DBR & Co.
June 14, 2021
Clients More Open to Sharing Personal Data Than Advisors Realize
Clients will provide information. The challenge is for wealth advisors to crunch the data and respond, an EY study notes.
May 21, 2021
Clients Want a One-Stop Shop and Zero Cost for Basic Wealth Services
“While clients are expecting more for free, they are still willing to pay extra for tailored elements of the wealth proposition,” EY says.
May 3, 2021
Why Now is the Time to Explore Int’l Growth Opportunities
Home bias has served investors well over the past several years, but changing dynamics on the ground may be providing investors new reasons to venture further afield.
April 30, 2021
Financial Advisors’ Clients Want Access to Bitcoin: Survey
Around 22% of the respondents to an NYDIG-commissioned survey own Bitcoin, but only 3.5% own it through their advisors.
April 30, 2021
Pandemic Triggers Shift in Investors’ Financial Priorities
“The extraordinary circumstances of the last year convinced many people … to take actions they may have previously put off,” says an Ameriprise Financial executive.
April 20, 2021
Retail Investors 'Forced into the Stock Market Casino'
"When fast-moving, high-risk speculators dominate, we have a classic recipe for market disruptions," says Rachel Robasciotti, founder and CEO of Adasina Social Capital.
Video [ 2:30 ]
April 1, 2021
More Americans Want to Retire by 55. How Can FAs Help?
Some are well-positioned to stop working full-time sooner, but many need help from advisors to adopt behaviors to match their aspirations, Hearts & Wallets says.
Last Comment: April 5, 2021