Why Heirs Leave

Between 2007 and 2061, it is estimated that $59 trillion will be transferred from one generation to another. This week in the Wall Street Journal, Alex Davidson addressed how this transfer is impacting financial advisors in an adverse manner. Some cures to the problem offered in the article include ensuring that a relationship is established[…]

Market Falls: Who Invests?

According to Dalbar’s 2015 Quantitative Analysis of Investor Behavior (QAIB), the worst gap between market and investor performance in the past 30 years was in October 2008 when, as the report states, the S&P 500 index lost 16.8% but investors lost a little over 24%. There are, of course, many psychological factors that explain the[…]

Financial Behaviors & Wealth Potential

Can you identify the wealth-building potential of your prospective or potential clients? Is the coaching and financial mentoring you give to your clients based on an objective measure of their wealth-related behaviors? We are very pleased to announce the release of our new research report, Financial Behaviors & Wealth Potential. The report describes how using behavioral-based assessments can[…]