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.
CFP Board to Split Into 2 Nonprofit Groups
By Janet LevauxThe reorganization won't affect CFP requirements or the setting and enforcement of certification standards, the group says.
January 18, 2023
Who Benefits Most From Annuity Purchases?Well-designed variable deferred annuities with some equity exposure can enhance retiree well-being.
January 17, 2023
What Your Clients Don't Know About Longevity Could Hurt Their RetirementMost Americans don't know how long they can expect to live, on average. The ones who do are better savers.
January 11, 2023
Investors Share Their Biggest 2022 Regrets, 2023 GoalsThree-quarters of investors in a SoFi survey said they had regrets about how they invested in 2022.
January 06, 2023
The One True Secret to Successful InvestingAfter 2022's stomach-churning roller-coaster ride, we should remember the most basic — and yet forgotten — rule in finance.
January 06, 2023
The Case for Putting a Bonus Into a 401(k)Stocks are cheap and contribution limits have jumped, making 2023 a great time to invest that annual payout for the long term.
January 05, 2023
FPA Has a New PresidentThe new leader, Jamie Lee, is also head of Lee Investment Management in Saratoga Springs, New York.
January 03, 2023
Why Human, Tech Skills Are Both Critical: David Knoch"The quality of advice goes up when multiple cultural and gender perspectives are brought in," says the Docupace CEO.