How to Help Women Investors Gain Comfort with Risk

Posted by Giovanna Zaffina

January 20, 2016 at 1:30 PM

In The Hour Between Dog and Wolf, John Coats, former trader turned neuroscientist, says that testosterone and cortisol may be the reasons why men seem to be riskier traders. Testosterone boosts competitiveness and can result in a willingness to take risks. And in times of crisis, cortisol helps deal with stress. This combination—overconfidence, competitiveness, and reactive behavior—may lead to more frequent trading and higher trading costs compared with that of women investors.

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Topics: Asset Management & Investing

The Rise of the Robo-Advisor: Threat or Opportunity?

Posted by Greg Gohr, AIF

October 6, 2015 at 10:00 AM

Unless you've been on an extended sabbatical for the last couple of years or unsubscribed from all industry-related electronic media, you've probably heard about the "new, new" thing in retail financial services: the rise of the robo-advisor. The term robo-advisor is everywhere, as the industry press provides almost daily robo-updates and the financial services cognoscenti opine ad nauseam on the topic. But is the robo-advisor phenomenon just another evolution in delivering retail investment solutions, or is it a real game changer, poised to upend an entire industry by forever altering how clients obtain and pay for investment advice?

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Topics: Pricing Your Business, Asset Management & Investing

Model Portfolios for Investment Management: The Key to Efficiency?

Posted by Duane McDonald, ChFC, AIF

September 23, 2015 at 1:30 PM

Efficiency is the key to growing a successful fee-based practice. But the more new assets you bring in or convert to fees, the more time consuming it becomes to invest and manage them. Outsourcing investment management is an option, but many advisors prefer to have more control over their investment portfolios. If you fall into the latter category, what can you do?

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Topics: Asset Management & Investing

A Fresh Look at Creating Investment Policy Statements

Posted by David Juliano, CLU, ChFC, AIF

September 9, 2015 at 1:30 PM

Recently, I've been pondering the differences between thinking and knowing. We've all heard that "knowledge is power"—and in our business, it helps to know about a variety of investment topics. More knowledge is a good thing, right? Well, maybe.

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Topics: Asset Management & Investing

Rebalancing Your Clients' Portfolios: Best Practices

Posted by Brian Glazer

September 8, 2015 at 10:00 AM

Larry Swedroe, noted financial author and director of research for BAM Advisor Services, once wrote, "Rebalancing, or the process of restoring a portfolio to its original composition, is integral to the winning investment strategy. It requires you to buy what has done relatively poorly (at relatively low valuations) and sell what has done relatively well (at relatively high valuations)." Put another way, rebalancing investments involves bringing a portfolio that has deviated from your client's investment objective or target asset allocation back into line.

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Topics: Asset Management & Investing

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