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.
New Deals, Other Efforts Lead Orion's Platform Play
By Timothy WelshThe firm's in-person conference, a welcome change, provided an inside look at innovative plans and other insights.
August 18, 2021
Why Psychology Is Now a Must for Building Your BusinessHere's why the CFP Board's move to test would-be financial planners on human behavior is such a big deal for all advisors and their practices.
August 18, 2021
How Ex-NBA Star Antoine Walker Keeps Young Players From Repeating His Money MistakesWalker also tells ThinkAdvisor what college athletes should know now that the NCAA allows them to profit from endorsements.
August 12, 2021
Nearly a Third of Investors Cop to Trading While Drunk: SurveySelf-directed investors were more likely than those with advisors to regret an investing decision, a MagnifyMoney survey found.
August 09, 2021
Household Life Insurance Gap Puzzles EconomistsWealthier households may need less help from insurance but tend to buy more coverage.
July 28, 2021
'The Advisor Business Is Our Business': DFA Co-ChiefThe firm added ETFs to meet advisor demand, not to pivot to retail, Dave Butler tells ThinkAdvisor.
July 27, 2021
Avoid These Behavioral Traps When Markets SlumpEconomic growth is likely to slow from peak levels in the coming months. Coach your clients to avoid these common impulses.
June 29, 2021
Why Annuities Work Like a 'License to Spend' in RetirementRetirees spend more if they hold their wealth as guaranteed income, and not as investments, as they age.