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.
Daniel Crosby: Here's What Separates High-Growth Advisor Teams
By John Manganaro“It’s not about having some magic bag of tricks,” Orion’s chief behavioral officer says.
September 05, 2025
Best & Worst Medicare Advantage Plans in 10 States: J.D. Power, 2025Overall satisfaction fell as trust in the plans declined.
August 29, 2025
9 Ways to Unlock the Greatest Advisor SuperpowerWell-timed questions can build trust faster than any polished presentation, revealing clients' fears and their dreams.
August 26, 2025
Perfectionist? Achiever? Investigator? How Clients' Personality Type Informs Their Investment StyleAwareness of nine personal styles through the Enneagram can help advisors better relate to clients, author Benjamin Tan maintains.
August 20, 2025
Think the 'Human Connection' Will Protect Your Practice From AI? Think AgainAdvisors have one big advantage over AI agents, Jamie Hopkins believes, but it's not what many think.
August 19, 2025
Suze Orman: Time to 'Be Conservative' With Your Retirement PortfolioTaking 4% withdrawals in early retirement could be a mistake now due to the risk of high inflation, Orman tells ThinkAdvisor.
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.