Beyond the Know Your Customer rule, the catch phrases of “client-centered” or “client-focused”, and the quest for the Holy Grail of client engagement marketing technology, there exists a small but ...

Smart designers don’t manage client behavior—they shape client identity. Most clients don’t walk into your studio acting like dream clients. They’re unsure, anxious, maybe a little too hands-on—or ...

Behind every financial decision, there’s a story we’re telling ourselves. People who overspend on shoes may be telling themselves that their footwear helps them have the confidence they need in ...

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. The biggest threat to investors' financial plans may not be COVID-19, but rather ...

Advisers who can combine their investment expertise with an understanding behavioral finance offer an unbeatable combination of skills. Financial advisers are smart people, well-versed in the various ...

Hugh Massie (executive chairman and founder of DNA Behavior and award-winning author) is known as a money energy pioneer, high-stakes decision orchestrator and behavioral finance trailblazer. Russ ...

Over the past 10 years, the wealth management industry has undergone a transformative shift in how it delivers value to clients. First, there was a move from commoditized, investment-based advice to ...

When we think of status symbols, we tend to picture luxury cars, haute couture, private planes and other conspicuous displays of material wealth. In contrast, it’s hard to imagine that in 17th century ...

To make sure seniors don't outlive their savings, advisers need to factor in their clients' financial behavior — rather than focusing solely on average investment returns. During an InvestmentNews ...