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 Talk to Clients Under 55 About Social Security
By Marcia MantellEmpowering these clients to run their own scenarios can help ease their fears around the program's future.
January 04, 2024
Is 'Your Age in Bonds' a Good Investing Rule? Rick Ferri Weighs InFerri, who provides hourly advice, gets this question from clients a lot, he tells ThinkAdvisor.
January 04, 2024
Don't Buy Suze Orman's 12% Return Projection, Retirement Experts SayIt's good to consider future market returns, but not all projections are created equal, David Blanchett says.
December 29, 2023
12 Most Caring U.S. CitiesFactors studied included the share of sheltered homeless people and income donated to charity.
December 29, 2023
Clients Retiring in 2024 Need to Know About These ChangesHere are some planning strategies to help your clients take advantage of new rules and expected developments.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 21, 2023
This Is Where Americans Get Their Financial AdviceAdvice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.