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.
Honoring Advisors Who Serve(d): Fourth of July, 2020
By Ronald PechtimaldjianThinkAdvisor highlights 40 more military veterans this Fourth of July who also serve in the financial advisory industry.
July 01, 2020
Edward Jones' Top Exec: How the Firm Is Managing Pandemic, Boosting DiversityManaging Partner Penny Pennington tells ThinkAdvisor how the firm is handling what she calls a "triple pandemic" — medical, financial and social.
June 29, 2020
How Advisors Can Help Kids in COVID-19 TimesWhile working from home this summer, show children how you help others reach their goals and how they can do the same.
June 26, 2020
Meir Statman: Day-Trading During Crisis 'Perfectly Normal,' Doesn't Drive MarketsBut that doesn't make it wise, the behavioral finance pioneer tells ThinkAdvisor, calling Barstool Sports' David Portnoy a "bad influence."
June 24, 2020
FINRA Moves Ahead on Brokers-as-Beneficiaries RuleRegulatory group also is looking to build a standard to govern brokers acting as trustees or executors and being given power of attorney.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.
June 19, 2020
What Advisors Can Learn From Investor Behavior During a CrisisHelping to make investment plans clearer is one way advisors can reduce the risk of clients making rash decisions.
June 18, 2020
$1.2B UBS Team Goes Indie With DynastyThe team is based in Florida; Dynasty also grabbed a UBS team with $400 million in Pennsylvania.