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.
OpenAI, Plaid Aim to Bring Tailored Financial Guidance to the Masses
By Paige SmithUntil now, ChatGPT has only been able to provide generic recommendations.
May 11, 2026
What Makes Financial Planners Successful: SurveyThe College for Financial Planning asked graduates about their motivations and their biggest challenges.
May 04, 2026
Average Yearly Financial Planning Fee Surges 52% in 3 YearsFlat fees have risen by 15% since 2023, Envestnet reports, while subscription fees have reached $595 per month.
May 01, 2026
Americans' 9 Biggest Financial Worries: GallupConcerns about costs far outpace all other fiscal challenges, the annual Economy and Personal Finance survey finds.
May 01, 2026
3 Keys to Retirement Planning for Executive ClientsTheir transitions can be made more difficult by their company role, higher income levels and layers of compensation.
May 01, 2026
Berkshire's Ailing Share Price Clouds Abel's First Annual Meeting as CEOIts Class B shares have lagged the S&P 500 Index by more than 37 percentage points over the past 12 months.
April 30, 2026
S&P 500 Hits Record, Set for Best Month Since 2020The index has surged 10% in April, as growth accelerated amid an AI-driven upswing in business investment.
April 30, 2026
A Lack of Financial Literacy Is Just One of Americans' ProblemsAnother is the tendency for some people to just sit there and worry.