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.
Perfectionist? Achiever? Investigator? How Clients' Personality Type Informs Their Investment Style
By Jane Wollman RusoffAwareness of nine personal styles through the Enneagram can help advisors better relate to clients, author Benjamin Tan maintains.
August 18, 2025
Edward Jones Plans Home Office Layoffs This MonthThe firm now has about 9,000 home office employees serving its roughly 20,000 financial advisors and their clients.
August 18, 2025
Most Workers Fear Social Security Funds Will Run DryThey think Congress should raise the Social Security payroll tax rate or raise the retirement age, a Transamerica report says.
August 18, 2025
Vanguard Plans for Its Most Expensive ETFs YetTwo of the actively managed funds will carry expense ratios of 0.35%-0.40%, according to a spokesperson.
August 12, 2025
8 Newly Overvalued Stocks: MorningstarThe latest list of expensive stocks includes a popular car maker and an electronic components producer.
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.