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.
How Advisors' Biases Can Cloud Social Security Claiming Advice
By Joe ElsasserDerek Tharp's framework for early claiming of benefits has two critical flaws.
December 11, 2025
Is Delayed Retirement Bad for Your Health?Even financial planners are falling for this myth making its way, yet again, around social media. But why?
December 10, 2025
Why It Pays to Run Your Practice With a Human-First ApproachYour job isn’t to process information; it’s to be the human interpreter of your client’s uncertain world.
December 08, 2025
A Third of Global Savers Expect to Work in Retirement: StudyOnly 31% of respondents said they expect to live as well or better after working, T. Rowe Price reports.
December 05, 2025
Pandemic-Era Surge of New Investors Is OverRisk appetite is down, and interest in crypto appears to be declining, FINRA research finds.
November 21, 2025
3 Types of Clients Open to Alt InvestmentsFor investors not using alts, nearly three-quarters say they would do so if they better understood their options.
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.