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.
Help Clients Fund a Parent's Care Without Sinking Their Own Retirement
By Rob BurgessCareful investment and tax planning can help clients cover expenses while preserving their assets.
October 20, 2026
Widows Need a 'License to Spend': StudyIf the surviving spouse doesn't feel comfortable spending their savings, you've "essentially failed in your retirement income plan," Michael Finke says.
October 20, 2026
Wenk, Ritholtz, Others Reveal What Drives Their Own InvestingA key theme is that money can grow, but "time is going in only one direction," author Brian Portnoy says.
October 13, 2026
PRO
Why Only 1 in 10 Retirees Draw Steady Portfolio IncomeNearly 40% don't touch their 401(k)s until RMDs kick in, new Vanguard research finds. Here's how advisors can help.
October 13, 2026
Best & Worst Life Insurance Providers: JD Power, 2026Trust levels have been falling, even though overall customer satisfaction remains relatively stable, research finds.
October 09, 2026
9 Things Advisors Get Wrong About Female InvestorsNew BlackRock research challenges long-held industry assumptions about women, wealth and the optimal time for financial advice.
September 23, 2026
12 Helpful Phrases for 4 Client SituationsThe right expression, used at the right time, can create an "aha" moment.
September 18, 2026
Why Some Clients Really Need Their LattesMarketing specialist Katie Thomas explains the gap between how financial professionals think and how clients and prospects actually behave.