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.
Financial Pros and Clients Talk Past Each Other
By Michael S. FischerThe communication gaps center on health care costs, retirement readiness and annuity knowledge, according to LIMRA.
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.
November 05, 2025
Schwab CEO Worries Young People Conflate Gambling, InvestingRick Wurster suggested that financial services apps may be fueling the misunderstanding.
November 05, 2025
Half of U.S. Millionaires Think Their Financial Planning Needs ImprovementThose with advisors reported feeling more secure than wealthy counterparts who do not work with one, research finds.
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.