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Client Experience
[Infographic] - Importance of Avoiding Big Losses
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Understand how large losses can have a disproportionate effect on investors financially and emotionally.
Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
Client Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Client Experience
Three Ways to Retain Clients during a Crisis
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Tips for Strengthening Client Relationships
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
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Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Client Experience
The Pain Index - A Better Measure of Risk
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Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.
Active/Passive Management
Turbulent times call for a little ballast
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And investors may find some by including a balanced approach in their portfolios.
Active/Passive Management
Finishing the task with all our players
In the search for alpha, yield-curve positioning, currency and security selection take center stage.
Active/Passive Management
The Power of "AND" eBook
Active and passive investing: Uncover the power of "AND".