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.
The New Financial Planning Process That Saves Time, Empowers Clients
By Jane Wollman RusoffProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 10, 2022
10 Money Mistakes Clients Make: Advisors' AdviceBudgeting can be a surprisingly complex process. Here's how to guide your clients.
November 09, 2022
Want to Work With Pro Athletes? Try a 3-Bucket StrategyJoe McLean, ex-pro basketball player turned advisor, works with NBA, MLB and NFL stars by creating a "locker room" climate for talking finance.
November 02, 2022
Drop Complex Lingo With Clients, Tell Stories Instead, Morgan Housel SuggestsMany financial advisors avoid giving simple advice because they want to justify their fees, Housel says.
November 01, 2022
The Key to Knowing When It's Time to QuitAdvisors can serve as "quitting coaches" to their clients, pro poker champ turned consultant Annie Duke tells ThinkAdvisor.
October 31, 2022
How to Talk to Clients About Politics and InvestingJohn Diehl of Hartford funds offers timely advice, including a fact or two that may surprise clients.
October 31, 2022
Investors' Confidence Cratered in Q3: J.D. PowerGrowing concern about the ability to keep up with inflation has led to the decline in investor confidence.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.