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.
6 Reasons Everyone Needs That First Insurance Policy
By Bryce SandersReframe insurance as something to buy right now.
June 24, 2026
PRO
Case Study: Estate Planning When an Heir Faces Mental Health StrugglesAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
June 23, 2026
PRO
Case Study: Guiding a Military Widow Through Finances and TraumaAsset allocation and long-term financial structures aren't necessarily the immediate priority, planner Daniel M. Kopp says.
June 22, 2026
Choosing Annuities Is Hard, Even for Well-Informed People, Researcher SaysJeffrey Brown makes the case for respecting the power of carefully designed defaults.
June 17, 2026
PRO
Even With Marriage Equality, LGBTQ+ Clients Have Planning ChallengesMany of these clients do not have children, advisors note, complicating retirement and estate planning.
June 16, 2026
FIRE May Be Hot, but Some Advisors Are ColdWhile the Financial Independence, Retire Early movement isn't new, it's gained plenty of traction in the past few years.
June 16, 2026
Retirement Planning Involves More Than Total ReturnsMany different variables may affect a client's definition of success.
June 15, 2026
PRO
Advisors Don't Mince Words on DOL's Plan for Alts in 401(k)sThinkAdvisor polled advisors on their views about Labor's proposal. Here's what they said.