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.
CFPs Are Happy and Clients Are Optimistic: Survey
By Melanie WaddellInvestors feel better about their financial outlook than they did three months ago, according to the CFP Board.
July 29, 2026
Economists Question Workers' Ability to Make Income Option ChoicesRetirees with cancer were too likely to stick with the default choice, a team concludes, costing them more than $20,000.
July 29, 2026
PRO
When 'Lifemaxxing' Means 'Planmaxxing'Talking to clients about longevity may lead to deeper conversations about aging and retirement planning.
July 28, 2026
With Lifestyle Creep 'the Rule, Not the Exception,' Here's How Advisors Can HelpAs clients earn more, expenses often rise, erasing gains that could be put toward retirement planning.
July 28, 2026
PRO
Clients Without Children Feel Misunderstood. Here's How They Say Advisors Can Change.A survey by Childfree Trust highlights the disconnect between advisors' assumptions and reality.
July 27, 2026
PRO
How a Windfall Can Become a 'Family Destroyer'David Siegel's client won a $2.6 million settlement after taking fen-phen. Doctors gave her five years to live.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 24, 2026
Most Americans Aren't Getting the Financial Advice They Want: SurveyOnly 34% of respondents to a MassMutual survey have sought information from advisors or planners in the past year.