The Investor Profile: A New Approach to Understanding Risk Tolerance

Join us for a webinar where we demonstrate the Investor Profile and how advisors are using assessments to identify and guide better client investing behaviors. We’ll share data from our latest survey with investors, review the factors that relate to psychological risk tolerance, and demonstrate how assessment results can be used to guide better investing decisions. Register here.

The Investor Profile: A New Approach to Understanding Risk Tolerance

Join us for a webinar where we demonstrate the Investor Profile and how advisors are using assessments to identify and guide better client investing behaviors. We’ll share data from our latest survey with investors, review the factors that relate to psychological risk tolerance, and demonstrate how assessment results can be used to guide better investing decisions. Register here.

The Commoditization of Portfolio Returns: What’s a Financial Advisor To Do?

We have an operating theory here at DataPoints that goes like this: portfolio returns are being commoditized for the vast majority of retail investors–either by robo-style services or index strategies, or both–and that this large swath of the population will be willing to pay less for the (likely illusory) promise of market-beating portfolio returns from their would-be financial advisors. This development will in turn put pressure on the financial services industry in general and financial[…]

Building Wealth: The Magic of Focus

The state of flow from a psychological perspective is when you are completely engrossed in a task and are able to work or create in a productive way. It requires removing all distractions and being in a state of deep concentration. You hear about flow when someone shares that she wrote a book in four weeks, or maybe spent 14 uninterrupted hours creating a sculpture. It’s almost superhuman, but it can happen when you work[…]