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.
This Is the Biggest Behavioral Bias Driving Investment Mistakes, Advisors Say
By Jeff BermanSchwab and the Investments & Wealth Institute polled advisors about the biases they think affect their clients the most.
September 19, 2019
Women's Financial Confidence and YouAn Allianz Life strategist says clients need more help from financial professionals.
September 18, 2019
What Your Clients' Finances Reveal About Their Mental HealthDr. John Huber talks to ThinkAdvisor about patterns advisors should watch for and how to dig deeper.
September 16, 2019
Vanguard Releases New Framework to Calculate an Advisor's Value to ClientsThe framework, based on research involving clients of Vanguard's Personal Advisor Services, assigns a high value to emotional outcomes.
September 16, 2019
Post-Divorce Tax Benefits After Alimony Deduction's DeathClients no longer have the luxury of relying upon the tax code to ease the burden of dividing income among two households.
September 13, 2019
Calm Clients During Volatile Markets With Technology and a PlanYour clients' financial plans should include instructions for how to react in certain market scenarios.
September 12, 2019
Questionnaires Are the Root of All Evil in Financial Services, Professor SaysDecision theorist Shachar Kariv tells ThinkAdvisor why surveys are a poor way to gauge risk tolerance and discusses his tools to gamify the process.
September 09, 2019
Morningstar Launches Goals-Based Software for Planning, InvestmentsGoal Bridge lets advisors connect client goals to planning and investment strategies.