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.
Estate Planning: 5 Seasonal Thoughts on Clients' Minds
By Allison Lauren LeeAs clients celebrate the holidays with family, there's ample time to have important conversations.
November 15, 2023
These 4 Traits Predict Better Retirement Outcomes: GoldmanThe good news: Research suggests people can develop these traits.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
15 Most-Searched Financial TopicsThousands every month seek clarity on these common and arcane terms. Are your clients among them?
November 13, 2023
Supernerds Unite Against Dave Ramsey's 8% Safe Withdrawal Rate GuidanceRamsey blasted retirement researchers as "goobers" living in their moms' basements, but his spending advice is dangerous.
November 13, 2023
6 Scenarios When Advisors Must Deliver Bad NewsWhen clients need to hear unpleasant information, it is best to get it done quickly.
November 09, 2023
12 Ways Long-Term Care Risk Eats Your AUMLong-term care risk is like a demon that exists just to hurt you, and your clients.
November 07, 2023
Average Gen Zer Discusses Family Finances Before They Can Drive: SurveyMeaningful wealth conversations are happening sooner, a Northwestern Mutual survey finds.