1. Clients Want Performance But Advisors Want To Give Them Something Else
(Matching tags: Due Diligence,hehavioral finance,investment strategies,goals,investment,client satisfaction)

Nearly 60% of advisors anticipate difficulties reaching their clients’ investment goals in the current market. But the clients see things in a far different light: Only 32% of the clients think their ...

2. A Practical, Low-Cost Approach To Helping Couples Resolve Conflicts Over Money And For Working With Clients Whose Behavior Does Not Match Their Goals 
(Matching tags: hehavioral finance,life planning,financial planning,client communications,investor behavior)

With many life-planning programs providing training to advisors to help them advise clients on the “soft side” of money, here’s a a simple but effective low-cost methdology for helping ...

3. Suicides Linked To Economic Crisis Spike In Europe; Meanwhile, Here At Home, American Psychological Assocation Offers No Special Training For Psychologists To Treat Problems Related To Money
(Matching tags: hehavioral finance,US investing,client education)

The suicide rate rose by 24% in Greece and 16% in Ireland between 2007 and 2009, according to The New York Times, and, in Italy, suicides by men related to financial issues between 2005 and 2010 spiked ...