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Client Experience
Turning Client Trust into Action in a Down Market: A Six-Step Conversation
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Register today to hear AllianceBernstein Advisor Institute's (ABAI's) Ken Haman discuss key insights about human decision-making and research in behavioral finance to look at the practical challenges of managing client trust during uncertain times. Specifically, Ken will drill into: 1) How to move a client past a negative market experience to make an investment decision now, 2) Why clients can be triggered by negative information and avoid these discussions despite the need to take action to improve future outcomes, 3) A six-step conversation model that FAs can use to motivate clients to take action
Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Behavioral Finance
The Five Stages of a Market Crisis
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A process similar to the "five stages of grief" can be seen in market crises, including the current one.
Retirement
Helping Millennial Women Close the Retirement Savings Gap
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Recent data show that the retirement savings of millennial and baby boomer women continue to lag behind their male peers.
Business Development
5 ways to make your workplace a better place
Organizational psychologist Adam Grant shares five ideas that he believes could go a long way toward improving the sometimes contentious relationship between labor and management.
Retirement
What volatility means for retirement plan participants
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Market volatility doesn’t have to interfere with retirement outcomes. Here are three ways volatility can impact plan participants and three ways to manage it.
Behavioral Finance
Correction or bear? 6 charts that explain market declines
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How often do market corrections turn into entrenched bear markets? Not very often. In fact there have already been six market corrections since the current bull market started in 2009.
Behavioral Finance
Market timing can contribute to investor mistakes
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Concerned about volatility in your equity portfolio? Trying to time the markets probably isn’t the answer. Data from Morningstar shows that, on average, investor returns lag fund returns.