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.
Bob Pisani: The Key to Making Better Market Predictions
By Jane Wollman RusoffThe CNBC correspondent also tells ThinkAdvisor his worst investing mistake and why he doesn't have a financial advisor.
November 28, 2022
The New Financial Planning Process That Saves Time, Empowers ClientsProfessor Meghaan Lurtz talks to ThinkAdvisor about collaborative planning, using money to manipulate and when clients might need financial therapy.
November 23, 2022
In Down Markets, Leave Your Investments Alone: Louis HarveyBorrow from future cash needs instead, the head of Dalbar tells ThinkAdvisor.
November 11, 2022
Younger Workers, Women Need More Flexibility to Meet Financial GoalsA survey finds that younger workers have a bleak financial outlook.
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.