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By Olivia Mellan, Sherry Christie |
February 25, 2013
When messages from a client's rational and emotional minds are contradictory, we need to arrive at a resolution that integrates them.
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By Olivia Mellan, Sherry Christie |
January 21, 2013
It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.
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By Michael Finke |
October 24, 2012
Neuroscience can help us understand which advising strategies are most likely to succeed and why the most rational plan isn’t always the most effective.
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By Melanie Waddell, AdvisorOne |
August 22, 2012
Knut Rostad, president of the Institute for the Fiduciary Standard, told AdvisorOne on Wednesday that regulators will most likely "continue to punt" the fiduciary issue.
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By John Sullivan, AdvisorOne |
April 2, 2012
BRC Investment Management's Large-Cap Concentrated Equity Portfolio is one of two large-cap SMA portfolios honored as a 2012 Separately Managed Account Manager of the Year.
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By John Sullivan, AdvisorOne |
March 26, 2012
The one thing seen among all of these winners? “Dividend yield,” says Gib Watson, president and CEO of Prima Capital, IA's longtime partner in choosing the annual Separately Managed Account Managers of the Year.
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By Savita Iyer-Ahrestani, AdvisorOne |
February 23, 2012
A Swiss professor extends Kahneman and Tversky's research to explore how a client's aversion to loss is based on individual reference points and mental accounting, and the implications for advisors.
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By Bob Clark, AdvisorOne |
February 14, 2012
The Connors Group’s Machine Advisor approach might provide an intriguing answer.
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By John Sullivan, AdvisorOne |
December 28, 2011
Emotional investing, performance chasing and any other term we might use to describe investors’ penchant for harming themselves isn’t a new—or particularly insightful—concept on its face.
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By John Sullivan, AdvisorOne |
November 28, 2011
Reading the December issue of Vanity Fair, I came across a curious find.