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.
5 Common-Sense Ways to Explain Fees to Clients
By Bryce SandersGood advisors provide great value to clients, but advice comes at a cost. How do you explain it?
September 01, 2022
The Key to Financial Planning That Most Clients Miss, According to an AdvisorAdvisor and author Steve Lynch reveals what he thinks is the most productive way to view money.
August 25, 2022
Free Trading Isn't Free, But We're Still Better OffThere is a perception that shadowy market makers might be "ripping off" investors. But that isn't really true.
August 25, 2022
LUMINARIES 2022 Finalists: Thought Leadership — IndividualsThese 32 industry VIPs have demonstrated excellence through innovative insights, practices and research.
August 25, 2022
8 Soft Skills Advisors Need to MasterTo keep clients happy and engaged, advisors often need to think like psychologists.
August 19, 2022
Retirees Stay the Course in Bumpy Q2: FidelityOf those who did make a change, 85% made only one, with most shifting savings to more conservative investments.
August 19, 2022
4 Ways Advisors, Clients Are Responding to Bear MarketSmartAsset checked to see if clients are heeding their financial advisors' counsel during the current market downturn.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.