The Wealth Advisor

(Flexible Plan) I used to refer to “the elephant in the room” when discussing a significant issue that most investors seemed to overlook. However, my phrasing changed around 2000 when an enlightening study, building on previous research by Ulric Neisser and Robert Becklen from 1975, was completed at Harvard. This research has since been called the “Invisible Gorilla” study.

(Brookstone) Succession planning is an important strategy for financial advisors, ensuring a smooth and secure transition" for their businesses in the future. It goes beyond simply passing the torch and creates a roadmap for continuity and client trust. Embracing this process is not only an individual responsibility but also an ethical obligation to safeguard clients' financial well-being.

(USA Financial) Many individuals think that live events are not successful the way they have been in the past, or that the options have been dramatically limited. The opposite is actually true. The answer, as so many times in life is the case, the answer is actually in the middle. Think of a bell curve. If you think and analyze like a bell curve, you want to be in the center of the bell curve. You don't want to be off on one edge or the other because you're leaving too many opportunities on the table.

SEI^® has announced the findings of its inaugural Behavioural Coaching Survey, which revealed that both advisors and investors can be affected by behavioral biases.