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.
How to Give Clients What They Really Want
By Jane Wollman RusoffAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 16, 2024
Most Americans Lack Confidence in Managing Inheritance Alone: SurveySixty-one percent of respondents said they would use a financial advisor if they received a large sum.
May 16, 2024
7 Ways High Inflation Hurts Older Workers and RetireesSome of the harms are tied to misguided investor reactions, according to the Center for Retirement Research.
May 16, 2024
American College Partners With AI Firm on 'Matchmaking' SolutionThe collaboration establishes free advisor profiles for potential consumer matching to designees in the Professional Recertification Program.
May 14, 2024
How to Pass Down an IRAEstate planning rules around IRAs have changed in the past few years. Here's what to know.
May 13, 2024
10 Misconceptions About the Stock MarketAdvisors need to help clients see the full picture, especially when things are not going their way.
May 13, 2024
The Fiduciary Institute's 2024 Training Course Open for RegistrationSpace is limited; instructors include Harold Evensky and Rick Kahler.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.