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.
How Advisors Can Ease the Switch From Saving to Spending in Retirement
By Rob BurgessA significant portion of pre-retirees, two recent studies find, have fears of going from accumulation to decumulation.
June 25, 2026
5 Challenges Advisors Must Face in the Next Few YearsIndustry professionals are optimistic, Natixis reports, yet volatility and an aging client base offer near-term headwinds.
June 25, 2026
6 Reasons Everyone Needs That First Insurance PolicyReframe insurance as something to buy right now.
June 24, 2026
PRO
How to Handle Client FearsLiam Hanlon, an executive at the AI firm Jump, suggests that advisors treat anxiety "as a calendar problem."
June 24, 2026
Wealth Survey Shows AI Losing Out to Humans in Key AreasThe HSBC poll shows that 62% of wealthy people still turn to human professionals as the main source of investment ideas.
June 24, 2026
Final Days to Nominate for ThinkAdvisor's 2026 Luminaries AwardsNominate your candidates before the extended July 3rd deadline. The chosen 2026 Luminaries will be honored at the annual awards ceremony in New York City on Dec. 3.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.