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.
15 Most-Searched Financial Topics
By Michael S. FischerThousands every month seek clarity on these common and arcane terms. Are your clients among them?
November 09, 2023
12 Ways Long-Term Care Risk Eats Your AUMLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.
November 06, 2023
How Millionaires Built Their Wealth: SurveyIn an Ameriprise survey, only Only 13% credited luck.
November 06, 2023
Morgan Housel: To See Crashes Coming, Look BackwardWhen "everything is going great ... that's when you've got to watch out," the bestselling author tells ThinkAdvisor.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
November 03, 2023
Without a Plan, Family Wealth Discussions Can Be Stressful: SurveyThe conversations, often spontaneous, can expose generational rifts, Merrill finds.
November 02, 2023
Helping 'Millionaires Next Door' Build Their Assets and Spend ThemWealth advisor Dustin Gale reminds overly frugal clients "that they can't take it with them."