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.
7 Things Advisors Need to Know About Divorce
By John ManganaroDivorce may be emotionally painful, but some of the financial suffering can be mitigated, experts say.
June 05, 2024
5 Services Ultra-Wealthy Clients WantThere are steps advisors can take to move their offerings upscale, Capgemini reports.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
May 31, 2024
Family Offices' 10 Favorite Investments for 2024Asset allocations among these ultra-wealthy investors showed material shifts for 2023, UBS reported.
May 31, 2024
What Wealth Managers Must Do to Outperform by 2030: EY ReportClients remain firm in their desire for a valuable, trusting relationship with their financial advisor, the firm says.
May 30, 2024
Show, Don't Tell: How to Boost Advisor Confidence Around Complex TopicsImages can help make topics like tax and estate planning clearer for clients and advisors. Here's an example.
May 29, 2024
How to Give Clients What They Really WantAdvisors who fail to do so will be "washed out," behavioral finance professor Meir Statman tells ThinkAdvisor.
May 21, 2024
Here Is Americans' Favorite Long-Term Investment: SurveyThe top pick is consistent across income and political divides, Gallup finds.