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.
9 Ways to Explain the Stock Market in Layman's Terms
By Bryce SandersWhen your clients want to know why the market is going nuts, technical explanations likely won't satisfy them.
March 13, 2020
Richards, Crosby, Others Discuss How to Calm Clients in the Time of CoronavirusMichael Kitces convened a webinar with several behavioral experts.
March 12, 2020
Biggest Effect of Elder Fraud Is Emotional: AICPAA survey finds diminished capacity issues need to be addressed by financial planners.
March 10, 2020
What Advisors Can Do in Risky MarketsRiskalyze co-founder Mike McDaniel tells ThinkAdvisor how advisors can grow in times of volatility.
March 09, 2020
Senator Moves to Alter Pension Buyout ProcessRetirees lack "critical information" about the lump sums, Sen. Patty Murray says.
March 09, 2020
Wells Fargo Chair Resigns Days Before House HearingChair Elizabeth Duke and James Quigley, the independent chairman of Wells Fargo Bank, resigned Sunday.
February 26, 2020
Quiz: How Much Do You Know About College Planning?See if you can score high enough to graduate from college with no debt.
February 24, 2020
How to Help Educate Tomorrow's PlannerOut of the mouth of babes comes some good advice for those thinking ahead to train the next generation of advisors.