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.
Bubbles and Boring Bets: What’s Next for Tech Stocks in 2026
By Jeran Wittenstein, Ryan Vlastelica and Carmen ReinickeHere’s a look at the biggest stock stories for the tech industry in 2025 and the outlook for each in the new year.
December 18, 2025
How to Talk About the Value of Advice: VanguardInvestors are looking for peace of mind, personalized planning, time savings and portfolio returns, a research paper finds.
December 17, 2025
How RIAs Can Avoid the Hidden Costs of PersonalizationEach client request seems small in isolation, but together, ad hoc solutions take a growing toll on operations.
December 12, 2025
How Advisors' Biases Can Cloud Social Security Claiming AdviceDerek Tharp's framework for early claiming of benefits has two critical flaws.
December 12, 2025
Advyzon Platform Integrates Andes Risk Analytics, Hires Helen YangYang, Andes Risk's founder and CEO, is joining Advyzon as an executive vice president.
December 11, 2025
LPL-Commonwealth Story 'Isn't Finished': Cetera CEOLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 11, 2025
Is Delayed Retirement Bad for Your Health?Even financial planners are falling for this myth making its way, yet again, around social media. But why?
December 10, 2025
Why It Pays to Run Your Practice With a Human-First ApproachYour job isn’t to process information; it’s to be the human interpreter of your client’s uncertain world.