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.
Here's What Separates 'Somewhat' and 'Very' Satisfied Clients
By Matt SommerThe most successful advisors function as mentors and support systems for their clients.
February 16, 2024
3 Financial Red Flags for RelationshipsAdvisors should explain warning signs to clients and encourage them to discuss money issues to ensure compatibility.
February 16, 2024
8 New Findings on What Americans Don't Know About Retirement IncomeResearchers including Michael Finke and Steve Parrish gave investors a financial literacy quiz. Four in five failed.
February 15, 2024
Big Firms Boost Their CFP NumbersEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 13, 2024
8 Ways to Talk Tech (or Anything New) With Skeptical ClientsIt may require baby steps for clients to see emerging opportunities, but the efforts are often worth it.
February 07, 2024
Raymond James Rolls Out Paraplanning ServicesIts indie advisors can access paraplanners at the firm's home office on an hourly basis or more comprehensively.
February 07, 2024
Young Americans' Wealth Grew 80% Since 2019, But There's a CatchThe youngest generations received much of the Covid-era fiscal stimulus, giving them extra savings to invest in stocks, research finds.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.