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.
The Potential Case for FOMO Investing
By David BlanchettPeople are not all utility-maximizing robots, and portfolio strategies need to account for that.
April 28, 2023
Friend of Warren Buffett Unpacks His Investing WisdomAuthor Lawrence Cunningham also tells ThinkAdvisor how he thinks Berkshire Hathaway will be run by Buffett's successors.
April 25, 2023
How Banking Woes Create Business for AdvisorsScott Curtis, head of Raymond James' Private Client group, explains the firm's growth goals, regulatory pressures and outlook on the industry.
April 19, 2023
Can Your Clients Answer the 'Big 3' Financial Literacy Questions?If they can't, a new analysis warns, it's more likely they will make costly retirement planning mistakes.
April 18, 2023
Buy Stocks. Do Nothing. Profit.This approach beat the S&P 500 over decades on a risk-adjusted basis, Morningstar research finds.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 17, 2023
10 Assumptions That Can Lead to Financial RuinMany people think they don't need financial planning when everything's going well. Big mistake.