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.
3 Ways to Give Better Advice by Understanding Behavior
By Colm Mulcahy and Scott ReddelChanges in lifestyle and behavior are exposing gaps in traditional approaches to retirement planning and life insurance.
October 22, 2024
eMoney Set to Launch Premium Client Portal, New Planning FeaturesCEO Susan McKenna and other executives offered a roadmap for platform innovation in the year ahead.
October 18, 2024
CFP Board Pivots on 'Perfect Job' Campaign After BacklashCFP Board CEO Kevin Keller said the organization appreciates planners' feedback and has updated some of the ads.
October 14, 2024
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel CrosbyFinancial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.
September 27, 2024
Stop Your Clients From Letting Election Fears Drive Investment DecisionsClients are worried, says Spuds Powell of Kayne Anderson Rudnick, and a well-delivered reality check can help.
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 11, 2024
How to Keep Female Clients After the Loss of a SpouseMany advisors get fired by newly widowed clients. Here's how not to become a statistic.
September 11, 2024
20 Best U.S. Donor-Advised Funds: StudyThe metrics measured included initial contribution requirements, customer service, and ease of use and restrictions.