Behavioral Finance

Read about the behavioral finance factors that affect clients and that help advisors tailor the best financial plans and portfolio strategies for investors.

FPA Debuts Planning ‘Competency Model’

June 11, 2025

FPA Debuts Planning ‘Competency Model’
Retirement Is a Major Investment. Test It First. 

May 23, 2025

Retirement Is a Major Investment. Test It First. 
6 Secrets Clients Keep From Advisors

May 21, 2025

6 Secrets Clients Keep From Advisors
CFP Board Rolls Out AI-Powered Exam Prep Tool

May 12, 2025

CFP Board Rolls Out AI-Powered Exam Prep Tool
Financial Advice Before 40 Is Critical for Long-Term Security: Poll

May 06, 2025

Financial Advice Before 40 Is Critical for Long-Term Security: Poll
What the LPL-Commonwealth Deal Means for Advisors

May 01, 2025

What the LPL-Commonwealth Deal Means for Advisors
Workers Expecting to Live Longer Plan Accordingly. But There's a Problem

April 29, 2025

Workers Expecting to Live Longer Plan Accordingly. But There's a Problem