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.
Americans' 9 Biggest Financial Worries: Gallup
By Michael S. FischerConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
April 30, 2026
S&P 500 Hits Record, Set for Best Month Since 2020The index has surged 10% in April, as growth accelerated amid an AI-driven upswing in business investment.
April 30, 2026
A Lack of Financial Literacy Is Just One of Americans' ProblemsAnother is the tendency for some people to just sit there and worry.
April 28, 2026
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: StudyThe economsts think sales might double if consumers trusted the products.
April 27, 2026
Vanguard CEO: Individual Investors a 'Great Stabilizing Force'Vanguard is adding AI to its advisor tools and its robo-advice service, Salim Ramji said.
April 24, 2026
7 Things No Life or Annuity Prospect Has Ever Said Out LoudBut many prospects are thinking these things. You might want to talk about that.
April 23, 2026
Cerulli Sees Big Jump in Planning Services by 2027Advisors expect 54% of clients will do ongoing comprehensive planning in 2027, up from 48% now, a survey finds.
April 22, 2026
Foundation for Financial Planning Starts Search for New CEOJon Dauphiné, the leader of the nonprofit for more than a decade, plans to retire at year-end.