behavioral finance

• 

  Where are the Financial Geniuses?

  By Gil Weinreich, AdvisorOne  |  May 17, 2013

  Research Affiliates says firms seeking to find patterns of mispricing must encourage the critical evaluation of nonconformist ideas.

• 

  Merrill Hires Investment Expert; Morgan Stanley Recruits 2 Advisors

  By Janet Levaux, AdvisorOne  |  May 8, 2013

  Ashwin Chhabra is leaving his post at the Institute for Advanced Study to return to his former employer.

• 

  The 2013 IA 25 Slideshow: Thought Leaders

  By Editorial Staff  |  May 6, 2013

  Among the most influential people in the industry are the researchers, economists and consultants whose work shapes the way advisors do business these days.

• 

  Mohamed El-Erian: The 2013 IA 25 Extended Profile

  By Savita Iyer-Ahrestani, AdvisorOne  |  April 29, 2013

  Each of the individuals on the 2013 IA 25 were selected for their creativity, success and—of course—impact. And kicking off the extended profiles of the IA 25 honorees is Mohamed El-Erian, who is making his third appearance on the list. With the 2013 IA 25, our 13th annual list of the...

• 

  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

• 

  Strategies for CFP Board to Improve Continuing Education Credit

  By Michael E. Kitces  |  April 17, 2013

  It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.

• 

  Advisors Cope With Boston Bombing’s Aftermath

  By John Sullivan, AdvisorOne  |  April 16, 2013

  If ever there was a teachable moment on behavioral finance and emotional investing, Monday’s horrific events at the Boston Marathon might have been it.

• 

  What Many Advisors Get Wrong About Young HNW Investors

  By Danielle Andrus, AdvisorOne  |  April 2, 2013

  A survey by Merrill Lynch Private Banking found many stereotypes about them—that they rely on social media for investing advice, for example, and resist proven strategies—are exaggerated.

• 

  Price Forecasts in the Media: a Lousy Way to Invest

  By Joyce Hanson, AdvisorOne  |  April 1, 2013

  “I often hear advisors say their clients are contrarian indicators,” Richard Peterson of MarketPsych says, warning advisors to calm clients' primal buying and selling urges.

• 

  Learned Behavior: Educating Advisors on Behavioral Finance

  By Savita Iyer-Ahrestani, AdvisorOne  |  February 26, 2013

  There’s an ample body of academic research that financial advisors could turn to in order to figure out why, say, a prospective client seems so eager at first to retain their services and then suddenly goes cold on them.