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.
The Planning Technique That Helps Clients Argue Less
By John ManganaroThink a client couple earning seven figures doesn’t need a budget? Think again, Focus Partners' Rob Bertman says.
November 04, 2025
Is Your Client an Optimizer or a Satisficer? Here’s Why Advisors Should KnowFor some clients, a "good enough" portfolio is good enough.
October 31, 2025
Women Embrace Frugality, Prioritize Savings: FidelityFour in 10 women surveyed said they have cut spending on nonessential activities over the past year, research finds.
October 28, 2025
Here's How Much Americans Hate Talking About MoneyIt's a bigger taboo than politics or religion, Bankrate finds — and that could affect your clients' relationships.
October 23, 2025
Who Works With Advisors? 7 New StatsFinancial professionals are the most trusted source of financial information, a new survey finds.
October 23, 2025
12 Do's and Don'ts for Working With the WealthyIt's less about navigating a world of yachts and private jets than about being present and professional.
October 22, 2025
Women Inactive in Household Finances Face Post-Divorce HurdlesNearly all women who worked with an advisor experienced improved confidence after their divorce, BMO Wealth Management research finds.
October 21, 2025
3 Words That Can Ruin Retirement: 'I'm a Saver'Bestselling author Morgan Housel talks to ThinkAdvisor about using money as a tool for a better life.