blog 1.3

Solving The Dangerous Voids in Risk Profiling

No doubt, intense discussions surrounding risk tolerance and behavioral finance are on the rise. Michael Kitces, who writes the Nerds Eye View Blog, has written a very good summary on ...
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The Top 4 Ways Your Brain Wrecks Investment Performance

The Top 4 Ways Your Brain Wrecks Investment Performance

As behavioral finance goes mainstream, investor behavior has become more accepted as the major influence on investment performance. So how does one become Behaviorally Smart? Dalbar research shows ...
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Skyline-Atlanta-GA

Who’s Currently Atlanta’s Greatest Business Leader?

There are not many business leaders out there who are truly great - leaders that inspire, you can look up to, and immediately trust. It is not easy to discover ...
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Advisors Fooled By Own Biases

Advisors Fooled By Own Biases

Some advisors have told me that they will not use a tool because of a warped belief they can read people better. The fact is, we all have personal blind ...
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Banking Blog

Does Your Bank Truly Know What You Need?

A few weeks ago, Craig Moon who is a high net worth investor, received an unsolicited email from Renaissance Transactions Bank in New York requesting he invest in a new ...
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Robo Platforms Are Missing Personality

Robo-Advisor Platforms Are Missing Personality

In the last couple of years, Robo-advisor investment platforms have taken an important position in serving the middle and lower markets for financial planning. They are here to stay and ...
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Blog- Compliance is coming out of the shadows

Compliance Is Coming Out of the Shadows

The compliance function in financial services businesses is fast changing to keep up with the growing number, complexity, and variety of regulations. The key point is that if the mindset ...
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Does-Behavioral-Coaching-He

Does Behavioral Coaching Help?

The ROI of addressing the human side of wealth management has long been questioned. However, we intuitively know that behavioral management of the advisor and client is the ...
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Focus-on-the-Behavioral-Coa

Focus on the Behavioral Coaching of Clients

Have you ever fully dissected the value of the service you are providing to your clients? This is an exercise that I highly recommend you do as a way of ...
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