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 What Prompts Investors Under 45 to Seek Advisors
By Michael S. FischerThese clients are more likely to seek needs-based counsel, according to the Dynasty Connect Survey.
October 11, 2023
Advisors Divided on How Much Employer Stock Clients Should OwnWhile research suggests holding little or no employer stock, there are behavioral aspects to consider.
October 06, 2023
Investors Who Know More Pay Lower Fees, Study FindsBut the correlation did not hold for investors who merely rated their own investment knowledge highly.
September 12, 2023
Asset Protection Tops Portfolio Growth in New Advisor SurveyAn Insured Retirement Institute survey sheds new light on the evolving relationship between advisors and their clients.
September 11, 2023
10 Insights Into Teens and Money: FidelityA study shows that many teenagers say investing is important, but less than a quarter have started.
September 08, 2023
T-Bills vs. Treasury Bonds: Which Should You Pick When the Yield Curve Inverts?Treasury bill returns are predictable with little risk, but longer-term bond returns are unpredictable and volatile.
September 07, 2023
Is Your Client a Money Worshipper, Avoider or Vigilante?Findings in a forthcoming paper can help advisors personalize their approach with clients.
August 28, 2023
5 Ways Young Adults Can Become Millionaires: Levine, JohnsonStarting early means adults can build wealth for comfortable lives, say Buckingham Wealth's Jeff Levine and Jeff Johnson.