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.
How to Keep Female Clients After the Loss of a Spouse
By Teresa J.W. BaileyMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 03, 2024
Childfree Planning Turns Traditional Advice on Its HeadPeople without kids are an "underserved, underrepresented and sometimes mistreated population," advisor Jay Zigmont says.
August 21, 2024
What You Need to Be 'Wealthy' in 12 CitiesAmericans in 12 metropolitan areas says more net worth is required this year than in the past two years, a Schwab poll finds.
August 20, 2024
Here's Why Consumers Accept Hikes in Long-Term Care Insurance RatesStudy participants were willing to pay more if they felt well-informed and in control of the process.
August 08, 2024
New Retirement Income Model Shows Who's at Highest RiskCertain demographic groups are at more risk of falling short than others, a new Morningstar analysis finds.
August 05, 2024
10 Phrases That Calm Clients' Market FearsFor shaky investors, these conversation starters help put short-term volatility into perspective.
July 31, 2024
FPA Honors Planner With Focus on Best PracticesCarol Anderson works with clients to help them develop a more successful and satisfying relationship with money.
July 26, 2024
20 Lessons for a Successful Retirement: Christine BenzThe Morningstar strategist's new book will share insights from, and disagreements among, top retirement planning VIPs.