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.
Here's How Much Money People Think They Need to Be Happy: Survey
By Michael S. FischerPeople with a detailed financial plan reported higher levels of money-related happiness.
November 16, 2023
Variable Annuities Attract Premium Deposits in Year 2: StudyFor at least some owners of the products with guaranteed lifetime withdrawal benefit riders, withdrawal rates increased.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
15 Most-Searched Financial TopicsThousands every month seek clarity on these common and arcane terms. Are your clients among them?
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.
November 09, 2023
12 Ways Long-Term Care Risk Eats Your AUMLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.