As Jeff Magson sees it, an unseen killer of financial plans lurks beneath the surface of every client relationship: behavioral inertia. Inertia is the tendency of an object to remain at rest, or to ...

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Clients’ own fears often prevent them from taking financial action—yet action is precisely what differentiates the financial winners from the losers. Advisers identified the top financial blunders ...

Ricky Illigasch: In addition to having a conversation … the advisor can take action. Key Points eMoney, Flourish integration targets client inertia regarding low-yield, held-away cash. Integration ...