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.
Peter Mallouk: 3 Bear Market Survival Tips to Give Clients Now
By Dinah Wisenberg Brin"The market tends to roar back from events like this," Creative Planning CEO Peter Mallouk tells ThinkAdvisor.
September 12, 2022
5 Common-Sense Ways to Explain Fees to ClientsGood advisors provide great value to clients, but advice comes at a cost. How do you explain it?
September 09, 2022
Why Spending Falls and Financial Satisfaction Rises in Old AgeIt doesn't appear the decline in spending is due to money constraints, a new paper suggests.
September 07, 2022
Bestselling Financial Advice Books vs. Professors: Answers to 4 Money QuestionsA researcher compared the opinions of experts including John Bogle, Tony Robbins, Burton Malkiel and Robert Kiyosaki to those of academics.
September 01, 2022
The Key to Financial Planning That Most Clients Miss, According to an AdvisorAdvisor and author Steve Lynch reveals what he thinks is the most productive way to view money.
August 25, 2022
Free Trading Isn't Free, But We're Still Better OffThere is a perception that shadowy market makers might be "ripping off" investors. But that isn't really true.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.