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Financial Planning October 1, 2005 Jerry W. Miller	Talk to Her Make no mistake: It is critical to understand your financial advisory clients. Women are attuned to the demands of successful long-term investing and also much more disposed than men to heed professional advice.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Financial Planning March 1, 2005 Kinder & Galvan	Practice Tips Financial advisers can be caught off guard when faced with the emotional reactions clients may experience in response to financial life circumstances. Here's how to improve your relationship skill set.
Investment Advisor November 2005 Chris Blunt	Seven Deadly Sins As advisors help investors move from the seven deadly sins of investing to a long-term strategy of reality-based investing, they will need to be part planner, part coach, and part psychotherapist.
Wall Street & Technology July 1, 2005 Maria Santos	ACM Targets Broker-Dealers Already used in the bank trust and insurance channels, smartSolutions allows users to manage small investment accounts, including those with assets of less than $100,000.
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.
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 December 1, 2005 John Nersesian	Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.
Financial Planning October 1, 2006 Stephen Savage	When To Sell a Mutual Fund Applying common-sense guidelines is easy; making a real-world decision is often fraught with difficulties.
The Motley Fool September 14, 2006 Ryan Popple	When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns.
Financial Advisor September 2007 David Lawrence	Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.
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, 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
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.
Financial Advisor September 2005 Rick Adkins	What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.
Wall Street & Technology April 14, 2008 Melanie Rodier	Advisers Turn to Asset Managers for Advice During Economic Slump Nearly all financial advisers say the ability of a fund company wholesaler to deliver an informed opinion impacts their transaction decisions.
Financial Planning June 1, 2010 David E. Adler	Looking for the Source What explains portfolio returns? Roger Ibbotson questions whether asset allocation is as powerful as planners think.
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.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Investment Advisor September 2005 Kathleen M. McBride	But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.
On Wall Street April 1, 2011 Denise Federer	Reaching Your Ultimate Emotional Goal By engaging in small, achievable steps, allowing for accurate feedback and making appropriate adjustments, you will achieve your ultimate goal and reach your highest potential.
AskMen.com August 19, 2001 Rashmikant Patel	The A To Z Of Successful Investing Having a disciplined and simple approach to investing is what financial planning is all about. I have listed a few rules of thumb that will make you a successful investor...
Financial Planning October 1, 2005 John J. Bowen	Up Close and Personal "Know your client" isn't just industry jargon. Research shows that client-centered financial advisers get more business.
Financial Advisor May 2011 Jennifer M. Wolfsberg	A Lesson From Jerry Maguire With the tumultuous market conditions over the last decade, how do advisors rebuild their business financially? More importantly, how do we rebuild and strengthen client relationships?
Financial Planning January 1, 2006 Marshall Eckblad	Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.
The Motley Fool October 12, 2010 Kevin Brosious	Rebalance and Win With one quick move, your portfolio could have already recovered from the Great Recession.
Investment Advisor December 2008 James J. Green	The Failure of Asset Allocation Asset allocation can explain past market performance, but not predict which allocation will work in the future.
Financial Planning January 1, 2005 Paramjit Mahli	Adviser Pulse Regulations take their toll on financial advisers.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
Financial Planning May 1, 2006 Joel Bruckenstein	Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available.
Job Journal April 4, 2010 Selena Dehne	Employ Your Emotional Intelligence to Overcome Most Job-Hunt Obstacles Common sense and people skills can help you steer clear of many job-hunt hazards.
Investment Advisor May 2007	Asset Allocation, May 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
The Motley Fool August 27, 2007 Amanda B. Kish	Lifecycle Investing's Next Step Target-date funds make an old idea new again. The next generation of lifecycle funds are seeking to add value by making continuous shifts among stocks, bonds, and cash, instead of just reducing equity exposure over time.
BusinessWeek July 30, 2009 Ben Levisohn	Reassesing Investors' Risk Tolerance Investment firms are reworking risk questionnaires to keep investors from losing money. A more accurate psychological reading, the reasoning goes, means investors will be more likely to stick with portfolio strategies -- and advisers.
On Wall Street February 1, 2011 Denise Federer	The Power Of Emotional Intelligence You can identify those emotional competencies you feel will help you excel as a financial advisor or branch manager and create a behavioral plan to allow you to achieve your goals.
Financial Advisor June 2005 Mitch Anthony	Stairway To Heaven Mathematical and logical reasoning leads people toward making conclusions, whereas, emotional reasoning leads to people making decisions. It's time for financial advisors to present asset allocation in a manner that makes emotional sense.
The Motley Fool April 6, 2010 Robert Brokamp	There's No Such Thing as "Buy and Hold" Here's what a few financial planners think.
Wall Street & Technology June 19, 2008 Cory Levine	Older Advisers Just as Likely to Tap the Web as a Business Tool A new report dispels the myth that older advisers spend less time using the Web as a business tool than their younger colleagues.
The Motley Fool February 25, 2009 John Rosevear	Is Your Portfolio Stuck in 2006? In general, it is a good idea to rebalance your portfolio every couple of years to ensure that it's properly balancing risk and reward consistent with your long-term goals, but rebalancing may not be the right thing to do right now.
Investment Advisor February 2007	Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Financial Planning August 1, 2006 Elizabeth O'Brien	Adviser Pulse: Funds, Funds, Funds In 1992, advisers had 3,261 mutual funds to choose from. Today there are 16,580. Here's what financial advisers need to consider when choosing an asset manager.
Financial Planning September 1, 2007 Israelsen & Nagengast	Missing The Target? The asset allocation timeline for target-date funds may be too aggressive for many investors.
Financial Planning December 1, 2005 Peter Cieszko	SMAs' Real Appeal You may think it's about management -- but a new survey shows that clients like the way SMAs get them close to their advisers.
Financial Planning October 1, 2009 Craig L. Israelsen	An Age-Old Question Age plays an important role in determining asset allocation. The general consensus is, the older you get, the less risk you should take.
AskMen.com October 14, 2001 Rashmikant Patel	The Emotional Cycle Of Investing These are the typical emotional stages a person goes through when experiencing the so-called wonderful world of investments...
Investment Advisor March 2007	Asset Allocation, March 2007 The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Investment Advisor April 2007	Asset Allocation The monthly recommendations from the asset allocation gurus... Economic and Financial Market Forecast: Stock Market... Bond Market... Recommended Allocation for a Balanced Portfolio: Current Composite Allocation... etc.
Entrepreneur February 2006 Jennifer Pellet	You Must Be Crazy A new study found that "functional psychopaths" make better investment decisions. The take-away for investors is that those who tend to be emotional may want to leave the management of their investment decisions to a trusted third party.
AskMen.com December 10, 2015 Alan Watkins	Emotional Intelligence In Leadership Instead of trying to ignore or suppress our emotions, being aware of how you are feeling and ultimately controlling your emotional state is one of the most significant leadership breakthroughs available to you.