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.
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: Study
By Allison BellThe economsts think sales might double if consumers trusted the products.
April 24, 2026
7 Things No Life or Annuity Prospect Has Ever Said Out LoudBut many prospects are thinking these things. You might want to talk about that.
April 23, 2026
Cerulli Sees Big Jump in Planning Services by 2027Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.
April 22, 2026
Foundation for Financial Planning Starts Search for New CEOJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.
April 22, 2026
When a Client Wants to Help Their Child Buy a HomeAdvisors told us how they help parents aid their adult children without derailing their retirement plans.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
April 21, 2026
Workers' Retirement Confidence Hits 9-Year Low: EBRIAmericans are facing financial strain, rising costs and worries about the future of the safety net, new research finds.
April 10, 2026
Financial Strain Causes Drop in Retirement Savings Rate: StudyAffordability challenges are leading to reduced security for millions of workers, Dayforce research finds.