The Client: Behavioral finance

Older Investors Staying the Course, Despite Market Downturn: Survey

November 30, 2022No Comments

Few self-directed investors have moved into cash, and nearly all advisor-led investors plan to keep their advisor, Janus says it found.

Americans Among the World’s Most Risk-Tolerant Investors: Morningstar

November 23, 2022No Comments

A Morningstar analysis of portfolio construction across 14 investment markets found that in countries with ample access to advisors, and where long-term savings vehicles such as defined-contribution plans and college savings accounts are prevalent, investors tend to have higher risk tolerance and greater stock exposure.

Anxious Investors Resort to 'Doomscrolling,' Wells Fargo Report Says

November 18, 2022No Comments

Market volatility has some investors obsessively checking their investments on their smartphones.

Behavioral Coaching Is Half of an Advisor's Added Value: Vanguard

November 14, 2022No Comments

Fran Kinniry, head of the Vanguard Investment Advisory Research Center, believes that “people and psychology” will overtake quantitative portfolio management in importance for financial advisors.

Inflation Upends Near-Retirees’ Financial Plans: Mercer

November 11, 2022No Comments

A recent survey by Mercer found that workers between the ages of 55 and 64 have the least confidence of any age group that their retirement savings will be sufficient in the wake of recent market volatility.

Diverse Hiring Practices Are Good for Clients and Business, Studies Say

November 10, 2022No Comments

Women and people of color hold a great percentage of this country’s wealth but are a missed opportunity for firms that don’t embrace diversity in hiring advisors.

Is Direct Indexing Key to ESG Alignment?

December 1, 2022No Comments

It’s not easy being green, especially when allocating portfolios. But direct indexing may be changing the investment climate.

Outsource Investments, Not Empathy: Fidelity RIA Chief

November 9, 2022No Comments

EQ will beat out IQ every day of the week when working with clients, said Fidelity Institutional president Michael Durbin.

FOMO Investing Is Like Gambling, Advisors Say

November 7, 2022No Comments

Advisors whose clients are adamant about investing in the latest hot asset warn them about the likelihood of loss, according to CNBC.

Rising Inflation Is Sinking Most Financial Plans: Survey

November 1, 2022No Comments

Millennials were the most likely to say their financial goals have been delayed, while Gen Xers were most likely to have pushed back their retirement plans.