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.
Blanchett, Finke: What to Do When Clients Listen to TV Pundits
By Ginger SzalaMichael Finke and David Blanchett discuss what advisors can do when their clients want to act on hot stock tips.
December 04, 2020
Americans' Feelings of Financial Security Are at Pre-Pandemic Levels: SurveyA survey finds that majority of Americans developed good personal finance habits in 2020.
December 04, 2020
Heed New Guidance on Form CRSRequesting brevity, the SEC explains how firms must answer questions in its Joint Statement.
December 02, 2020
Advisors, Others Weigh In on LPL's Waddell & Reed DealThe news comes on the heels of lots of industry dealmaking and speculation about which firm would move to buy Waddell & Reed.
November 30, 2020
New Advisor Designation Drawing CriticismMichael Kitces questions whether clients would really seek out an Accredited Behavioral Finance Professional.
November 29, 2020
5 Investment Ideas to Keep, 5 to Trash: Gary N. SmithThe author describes the research that proves several theories about stocks and that debunks a few other notions, including one tied to Trump's tweets.
November 25, 2020
How to Convince Clients That Downturns Are OpportunitiesWhen markets turn volatile, it's "natural" for investors to get nervous, but research shows advisors can help them adjust in beneficial ways.
November 25, 2020
What 5 Past Economic Shocks Mean for the Post-COVID WorldMorningstar analyst looks at how habits evolve and can lead to lasting changes in consumer behavior.