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 Investing Strategies That Can Lead to 'Financial Freedom'
By Jane Wollman RusoffOne good strategy is "over-rebalancing," HumbleDollar founder Jonathan Clements tells ThinkAdvisor.
April 25, 2023
How Banking Woes Create Business for AdvisorsScott Curtis, head of Raymond James' Private Client group, explains the firm's growth goals, regulatory pressures and outlook on the industry.
April 19, 2023
Can Your Clients Answer the 'Big 3' Financial Literacy Questions?If they can't, a new analysis warns, it's more likely they will make costly retirement planning mistakes.
April 18, 2023
Buy Stocks. Do Nothing. Profit.This approach beat the S&P 500 over decades on a risk-adjusted basis, Morningstar research finds.
April 18, 2023
8 Keys to Defusing Couples' Money ConflictsMany divorced baby boomers and members of Gen X say their marriages ended because of conflicts over money.
April 17, 2023
New Nominations Deadline for LUMINARIES 2023 AwardsThinkAdvisor's recognition program is accepting nominations through April 25. There's no cost to participate.
April 17, 2023
10 Assumptions That Can Lead to Financial RuinMany people think they don't need financial planning when everything's going well. Big mistake.
April 11, 2023
These Personality Traits Could Affect How Your Clients InvestHave a neurotic client? This trait, among others, may be affecting their holdings, new research suggests.