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.
Most Workers Fear Social Security Funds Will Run Dry
By Lynn CavanaughThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 12, 2025
11 Best & Worst Broker-Dealers: Q2 Earnings, 2025Nine out of the 11 reporting firms in the sector announced improved results from a year ago.
August 08, 2025
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor HeadachesFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 08, 2025
Trump's 401(k) Order: What Advisors Should KnowThe executive order encourages participants in 401(k)s to invest in alternative assets; advisors say tread carefully.
August 06, 2025
How 4 Generations Are Preparing for RetirementMany of the underlying assumptions and expectations about retirement planning differ across generations, according to a new Transamerica survey.
August 06, 2025
6 Ways Workers' Expectations Differ From Retirement RealityPre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.
August 04, 2025
Gray Divorce Can Derail Your Clients' Retirement PlansDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
August 04, 2025
11 Mistakes Clients Make When Things Are Going WellWhen the market is high, they might start to forget that long-term investing requires discipline.