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.
Big Firms Boost Their CFP Numbers
By John ManganaroEdward Jones, Fidelity, Charles Schwab and Northwestern Mutual led the way with new certified financial planners.
February 07, 2024
Young Americans' Wealth Grew 80% Since 2019, But There's a CatchThe youngest generations received much of the Covid-era fiscal stimulus, giving them extra savings to invest in stocks, research finds.
February 06, 2024
When Clients Are Laid Off, How to Ease the Sting: Advisors' AdviceAdvisors helping clients through low moments can set themselves up to retain business when good times return.
January 31, 2024
11 Reasons Clients Stay With Their Advisors: MorningstarCommon motivations for investors to stay put, research found, fell into two broad categories: emotional and financial.
January 30, 2024
'Big Short' Investor Shrugs Off Warnings on Deficit, StocksSteve Eisman, now with Neuberger Berman, says he's "more long-oriented" on the U.S. market despite others' deep concerns.
January 29, 2024
10 Commandments for Investing in 2024A good advisor gives clients the right views on market events and adds value, whether stocks are headed up or down.
January 26, 2024
The 4 Questions That Reveal What Clients Really WantMost people "aren't goals-driven in the traditional sense," Ross Marino of Transitus Wealth Partners says.
January 22, 2024
10 Useful Phrases to Explain Market VolatilityThese jargon-free explanations could help create "aha" moments for baffled clients.