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.
Advyzon Sees the Promise and Peril of AI in Wealth Management
By Rob BurgessKevin Hughes, who heads financial planning, is helping debut an agentic AI framework over the next few months.
May 26, 2026
Nominate Now for ThinkAdvisor's 2026 Luminaries AwardsNominate a candidate before the deadline on June 26. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 18, 2026
Creating a Successful Multi-Generational Household Takes PlanningThe details of such an arrangement are essential for clients to make it work.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.
May 15, 2026
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the MassesUntil now, ChatGPT has only been able to provide generic recommendations.