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.
Altruist Introduces AI-Powered Financial Planning Agent
By Rob BurgessThe announcement follows a tax planning deployment that sent wealth management stocks tumbling in February.
August 24, 2026
PRO
When Newlyweds Discover They're Not Financially EqualThe wife, 65, had four times the retirement assets of the husband, 75. Here's how advisor Erin O'Brien helped make it work.
August 21, 2026
Americans Without Children Are Less Confident About Retirement Prospects: SurveyCurrent expenses and rising costs are top of mind for those without offspring, Allianz Life reports.
August 20, 2026
PRO
Case Study: How Tough Talks Exposed a Critical Planning GapHard conversations about spending revealed a coverage shortfall before a family faced an unexpected crisis, financial planner Jeffrey Yeakle says.
August 18, 2026
Stop Planning Around the Average Client. There Isn't One.Life expectancy tells you about a population, not about the individual sitting across your desk.
August 11, 2026
When Older Clients Remarry, Prepare for These Planning ChallengesMerging two established financial lives creates complications that aren't usually faced by younger couples.
August 10, 2026
She Wanted to Hire a Financial Advisor. Her Boyfriend Said No.Prospective female clients sometimes drop advisors after romantic interests object, advisors say.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.