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Financial behaviors, wealth attitudes, and the science of predicting wealth.
All of the studies and resulting data that have looked at the issue appear to agree that client behavioral management is one of—if not the most—important functions of financial advisors. In one of the seminal research studies—although not technically an inquiry into the role of financial advisors in relation to client behavioral management—the researchers concluded that of all the activities undertaken by large corporate pension fund managers, strategic portfolio allocation accounted for on average 93.6% of[…]
Have you contemplated a different path? What does industrial psychology have to do with startups, small businesses, and entrepreneurship? Quite a bit, especially when industrial psychologists are starting their own businesses. Our panel at SIOP17 (session 198) includes expert advice from psychologists who are starting or have started their own businesses, featuring: Psychobabble, Quantum Improvements Consulting, SMDHR, DataPoints, and Brave Leaders Inc. Complete the form below to download our lessons learned. Your information will be shared with[…]
“Leakage” From Retirement Savings Accounts Impair Employee Retirement Prospects and Employer Bottom Line. What to Do?
The gradual migration away from the traditional defined benefit pension plan and toward the new-normal of the defined contribution 401(k) plan is on its surface a paradigm shift that can only be good for corporate profits … right? Undoubtedly the offloading of the burdensome pension liability that employers previously shouldered to the ranks of employees is saving corporate employers big money in pension expense, but new data is suggesting that the new retirement-plan model is creating its[…]
What does it take to build wealth over time? I was fortunate to work with Dr. John Grable and Michelle Kruger from the University of Georgia’s financial planning performance lab on a research paper examining that topic, and the research was featured in the January edition of the Journal of Financial Service Professionals. The study used DataPoints’ proprietary list of financial tasks, which is based in part on the behaviors and habits documented in the 40+ years[…]
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