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.
9 Useful Phrases for Your Next Portfolio Review
By Bryce SandersWhen you want clients to take action, the right words can help.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.
May 27, 2026
The Scientific Way to Get Prospects to Like YouDazzling them with your financial expertise won't do it, longtime advisor sales coach Dan Solin tells ThinkAdvisor.
May 26, 2026
Annuities May Help Clients Live Longer: StudyA new paper suggests what experts already suspect: The products reduce stress and aid investments in health.
May 20, 2026
Single Americans Are Financially Confident but Wary About Aging Alone: StudyMany seek support from advisors, Ameriprise Financial finds, and 80% who do report increased assurance in their future.
May 19, 2026
Trust in Financial Institutions Linked to Higher Wealth, Retirement Account UseHigh trust in Social Security and other government programs doesn't have the same correlation, researchers report.
May 18, 2026
Creating a Successful Multi-Generational Household Takes PlanningThe details of such an arrangement are essential for clients to make it work.
May 18, 2026
How Advisors Can Help Military Retirees Navigate Post-Service LifeThese clients face tax and retirement planning issues tied to their military benefits.