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.
The Hard Truth About Exiting the Workforce
By John ManganaroWe all like to imagine leaving the job on our own terms, but that's far from a guarantee.
July 15, 2024
Beware of the 'Sexy Trade' as Economy Slows: DoubleLine's ShermanDoubleLine's deputy CIO discusses whether the economy has hit a "soft patch" or is headed for deeper trouble.
July 12, 2024
10 Useful Phrases When Talking Financial PlanningDo you need to refocus your client on the long term? These ideas could bring a moment of clarity.
July 08, 2024
How to Talk With Retirement Clients About the Presidential ElectionAdvisors are often wary of talking politics, but that doesn't mean they can ignore legitimate client concerns.
July 01, 2024
Here's How Much Money It Takes to Feel Financially Secure: SurveyThree-quarters of Americans say they don't earn enough to feel secure, Bankrate research finds.
June 28, 2024
The Income Strategy That Gives Retirees a 'License to Spend': Blanchett, FinkeResearch finds that retirees with annuities spend twice as much as those with equivalent investment assets.
June 27, 2024
12 Insights Into Boomers' Retirement RealitiesTheir relative contentment can mask deeper challenges, a new survey finds.
June 26, 2024
Morgan Stanley Wealth Rolls Out AI Note-Taking ToolThe offering acts as a summarizer and communication composer of client meetings, according to the firm.