Browsing Tag
behavioral finance
23 posts
First Advisor-Focused Behavioral Finance Designation Debuts
We’re big believers in the merits of behavioral finance here at 401k Specialist, so we were intrigued to…
6 Reasons Advisors Have Trouble Overcoming Client Objections: Excel 401(k) 2020 Digital Series
Any advisor who has spoken to a client knows the frustration of making a well-reasoned recommendation only to…
Using Behavioral Finance to Improve Employee Outcomes: Excel 401(k) 2020 Digital Series
“As 401(k) advisors, a lot of what we do is counseling,” said Kelli Grelles, who considers herself a…
Nobel Know-How With Richard Thaler
Richard Thaler went momentarily dark when we attempted to confirm our cover story, prompting a follow-up inquiry. “Thanks for the…
Behavioral Biases Affect Advisors, Too
Plan participants aren’t the only ones affected by behavioral biases. New research reveals that advisors can be affected…
10 Tips for Better Retirement Savings Behavior
We’re our own worst enemies. Whether it’s Billy Beane and Bay-Area baseball, or the Patriots’ pick in the…
How ‘Alphabeticity Bias’ in 401ks Hurts Outcomes
Funds listed at the beginning of 401k plan menus receive significantly greater allocations compared to funds listed towards…
How to Help Break Bad 401k Behavior
Our ears always prick when Nobel laureate Richard Thaler’s name is dropped. Christine Long from PIMCO explains.
We Make (Literally) Thousands of Decisions Each Day, But Not About Finances
35,000—that’s the number of decisions we make each day, but seven in 10 of us postpone those that involve finances.…
