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On Wall Street June 5, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
Financial Advisor June 2004 Harold Evensky	Clients Misbehavin' Nobel laureate Daniel Kahneman, a psychologist at Princeton University, applies lessons from behavioral finance to client management and identifies several common mistakes individual investors are prone to make.
Financial Planning April 1, 2006 John J. Bowen	The Enemy Within Use the principles of behavioral finance to keep your clients -- and yourself -- from making costly investment mistakes.
On Wall Street June 1, 2010 Denise Federer	When Good Clients Behave Badly Learning how and why your clients think is critical to helping them make sound financial decisions.
On Wall Street June 1, 2009 Denise Federer	Understanding and Guiding Client Behavior Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients
Investment Advisor May 2006 Susan Hirshman	The Wealth Advisor: Profiting by Behavior Competition for affluent clients is fiercer than ever. To attract their attention, you need to stand out from the crowd. You must have better insights about your clients and the markets and a better process to deliver your services. In other words, you have to be a wealth manager.
Knowledge@Wharton	Is Behavioral Finance a Growth Industry? The subdiscipline of behavioral finance has gained ground over the last half-decade. The idea is simple: Investors are not as rational as traditional theory has assumed, and biases in their decision-making can have a cumulative effect on asset prices...
Registered Rep. March 30, 2012 Anne Field	Human Behavior A discipline combining economics and psychology, behavioral finance turns one basic tenet of economic theory -- that people make rational decisions when given the right information -- on its head.
Financial Advisor April 2004 Marla Brill	Recent Lessons From Behavioral Finance Don't look for logic in the way investors act, say these experts.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
Investment Advisor April 2010 Olivia Mellan	Cover Story: The Upside of Irrationality Dan Ariely, a professor of psychology and behavioral economics at Duke University, has wondered for years why people often don't act in their own best interest. As advisors, how can you use this knowledge?
CFO January 1, 2004 Edward Teach	Watch How You Think Insights from behavioral finance could change the way companies approach mergers and acquisitions.
Knowledge@Wharton	Is That a $100 Bill Lying on the Ground? Two Views of Market Efficiency In early October, Daniel Kahneman and Vernon Smith won the Nobel Prize in Economic Sciences for their research, conducted independently, into how individuals make economic decisions. The two discovered that investors are not systematically rational, as traditional economic theory asserts.
Finance & Development September 2009 Jeremy Clift	Questioning a Chastened Priesthood A profile of psychologist Daniel Kahneman about the psychological research of economic science.
The Motley Fool May 5, 2005 Timothy M. Otte	Behaving Like a Fool The debate between efficient markets and behavioral finance continues to rage in academic circles. Here are some of the key differences in the two approaches to the movements of stock prices.
On Wall Street December 1, 2009 Denise Federer	Fostering Financial Resiliency in Your Clients The ultimate challenge facing financial advisors is how to guide clients to manage their anxieties, move forward and take the necessary steps to ensure their financial futures.
HBS Working Knowledge December 1, 2011	Thinking Slow: An Argument for Bureaucracy? Jim Heskett explores the argument for a more deliberative approach to problem solving offered up in the new Daniel Kahneman book, Thinking, Fast and Slow.
On Wall Street August 1, 2011 Denise Federer	Guiding Choices to Secure A Client's Future As an advisor you have the potential to play a powerful role in guiding your clients to make tough choices and initiate steps that ensure their family's financial futures.
Investment Advisor April 4, 2011 Savita Iyer-Ahrestani	Advisors Beware: The Downside of Behavioral Finance A superficial understanding of behavioral finance can be counterproductive
Financial Advisor May 2012 Martin E. Landry	Self-Fulfilling Prophecies Recognizing and managing emotions may help keep investing plans intact.
Financial Planning February 1, 2008 Sutherland & Zhu	Mania and Its Aftermath Behavioral finance teaches us that investors are always vulnerable to the momentum created by fear and greed. How can advisors keep them from falling victim to the next big thing?
Financial Planning September 1, 2010 Donna Mitchell	Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients.
On Wall Street October 1, 2013 Brad Klontz	Determining a Client's Real Risk Tolerance What you don t know about your client's risk tolerance can hurt you both.
Financial Advisor September 2007 Patrick R. Chitwood	Investment Risk Vs. Volatility: A definition of risk must include an investor's own perception of it.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
AskMen.com Tijo Salverda	Behavioral Economics The study of behavioral economics aims to understand how psychological phenomena like emotions and group dynamics influence economic decisions. Studies have found that people often make decisions that are not in their best interest
The Motley Fool February 17, 2011 Brad Hessel	Can Behavioral Economics Boost Your Retirement Savings? Shaped by 190,000 years of pre-civilization experience, humans make bad long-term value choices -- but there's hope yet.
HBS Working Knowledge July 6, 2009 Jim Heskett	Are You Ready to Manage in an Irrational World? It is becoming clear that human behavior is much less rational than we assumed. What does this mean for conventional wisdom in areas such as management?
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Financial Planning July 1, 2005 Joshua Weinberger	White Paper A new theory of financial behavior: The seeming irrationality of the typical investor is, in fact, a series of adaptive responses to an uncertain, rapidly changing environment.
HBS Working Knowledge June 6, 2007 Julia Hanna	Behavioral Finance--Benefiting from Irrational Investors Far from acting in their own best interest, many individual and institutional investors are more inertial than logical when it comes to emptying their portfolios of unwanted shares. This passive behavior can have a significant effect on how companies make strategic financing decisions.
Financial Advisor July 2008 Tracey Longo	Can Advisors Protect Retirees From Themselves? Fear of loss and greed for gains accelerates when investors retire. This has financial services firms working overtime to find ways around investors' emotions.
Financial Planning February 1, 2007 Dan Wheeler	The Science of Success Long-term evidence proves that discipline and diversification are more effective than trying to beat the market. But keeping financial advisory clients disciplined can be extraordinarily difficult.
Salon.com October 31, 2000 Elizabeth Arens	Rational irrationality Don't blame crazy investors for the stock market's wild ups and downs; they're just being sensible...
Registered Rep. May 1, 2005 Paul Bouchey	Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.
The Motley Fool November 3, 2009 John Rosevear	A Stupid Idea That Deserves to Die If you think markets are efficient, I've got a bridge to sell you.
BusinessWeek February 20, 2006	"Economists Suffer from Physics Envy" In search of a better economics theory, MIT's Andrew Lo says evolutionary dynamics could shed light on why investors behave as they do
Financial Planning September 1, 2010 Geoff Davey	Investors and the Bear Bear markets are the greatest cause of angst for advisors and their clients. In a bear market, what clients previously thought of as a remote risk becomes reality and may trigger a complete crisis of confidence in the advisor's competence.
Financial Planning July 1, 2010 Donna Mitchell	The Pioneer Richard Thaler, now a professor at the University of Chicago, along with cognitive psychologists Daniel Kahneman and the late Amos Tversky, pioneered and shaped the field of behavioral economics thirty years ago.
CIO May 1, 2003 Meridith Levinson	Why Good CIOs Make Bad Decisions Dan Ariely's research in behavioral economics seeks to explain why CIOs make poor investment decisions and why they don't know what technology is worth.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Finance & Development June 2011 Sam Ouliaris	What Are Economic Models? How economists try to simulate reality
CRM December 2009 Jessica Tsai	Required Reading: Think Again. And Again. Customers aren't unreasonable, says author William Cusick, they just make decisions without necessarily being able to articulate why.
CFO September 1, 2006 Edward Teach	What Lies Behind Those "Rational" Decisions? A pioneering book applies behavioral finance to the CFO's world.
AskMen.com Michael Estrin	8 Stock Market Mistakes Investors Make Investing in the stock market is one of the best things you can do with your money, provided that you know what you're doing. Here are some common mistakes investors make. Know them and avoid them.
Financial Advisor February 2005 Raymond Fazzi	The Mistakes Investors Make A new survey suggests there are some common investing mistakes, and defined patterns of behavior, that advisors can look for in their clients.
Financial Advisor January 2004 Jeffrey A. Hollowniczky	Good Portfolio Reports Are Customized For Clients While the innovations in portfolio reporting technology have provided advisors with mountains of information and increased efficiency in their back-office operations, the client's specific needs have often been forgotten in the process.
The Motley Fool February 15, 2006 Vitaliy Katsenelson	Protection Against a Dangerous Enemy A very effective way for investors to maintain rationality and fight off the desire to act on emotions is to create rules of engagement: an investment policy.
Financial Planning May 1, 2005 O'Toole & Steiny	Behavioral Finance 101 Understanding the psychological side of money can help you and your financial advisory clients make the right investing decisions.