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.
A Third of Global Savers Expect to Work in Retirement: Study
By Michael S. FischerOnly 31% of respondents said they expect to live as well or better after working, T. Rowe Price reports.
November 21, 2025
Best and Worst Wealth Platforms for Digital Experience: J.D. Power, 2025The more technologically advanced and consistent the wealth management tools, the higher the investors’ overall satisfaction.
November 19, 2025
A Simple Way to Remind Clients That Markets Are CyclicalWhen clients act like current market conditions will last forever, use this common-sense analogy.
November 18, 2025
Financial Pros and Clients Talk Past Each OtherThe communication gaps center on health care costs, retirement readiness and annuity knowledge, according to LIMRA.
November 14, 2025
5 Engaging Ways to Speak With Wealthy Clients About GivingNational Philanthropy Day presents an opportunity to engage in meaningful conversations about values, legacy and impact.
November 07, 2025
S&P 500 Bulls Brace for More Pain From ShutdownThe S&P 500 Index has slumped more than 2% this week, trimming this year’s gain to about 13%.
November 06, 2025
Most ETF Investors Expect ETF-Only Portfolios Within 5 YearsMany plan to put more money into the products in response to anticipated market and economic trends, survey finds.
November 06, 2025
The Planning Technique That Helps Clients Argue LessThink a client couple earning seven figures doesn’t need a budget? Think again, Focus Partners' Rob Bertman says.