Tuesday, September 24, 2019

Advisors Say Clients Investment Choices Are Shaped By Recent News

The BeFi Barometer 2019 study, conducted by Cerulli on behalf of Schwab, surveyed more than 300 financial advisors on how behavioral finance affects their clients. The research showed that 70% of the advisors polled indicated that they incorporate behavioral finance within the context of client communications and interactions, while 58% said they incorporated it in the portfolio construction process.

from FA News https://www.fa-mag.com/news/advisors-say-clients-investment-choices-are-shaped-by-recent-news-51824.html

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