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.
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs In
By John ManganaroFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.
December 20, 2023
Can You Ace This Charity Quiz?Test your knowledge on how clients can manage RMDs, rebalance portfolios and more while doing good.
December 18, 2023
Older Americans Now Earn Almost as Much as Younger WorkersNowadays, 62% of workers 65 and older are working full time, compared with 47% in the late 1980s.
December 15, 2023
Advisors See Benefits From High Interest Rates, Expect Yield Curve to Flip Soon: SurveyWith a higher rate environment, bonds are once again prominent in the asset allocation discussion.