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.
4 Ways to Build Client Confidence Now
By John KennedyA top Lincoln executive says a great place for you to start is by taking good care of you.
July 02, 2020
Next-Gen Clients Want More Than Robo-AdvisorsAn Aite study found there was a revenue opportunity of $3 billion to $4 billion for subscription-based services.
July 02, 2020
Edward Jones to Add a Bank for Its Advisors' ClientsThe broker-dealer's parent company has submitted an application to establish Edward Jones Bank.
July 01, 2020
Edward Jones' Top Exec: How the Firm Is Managing Pandemic, Boosting DiversityManaging Partner Penny Pennington tells ThinkAdvisor how the firm is handling what she calls a "triple pandemic" — medical, financial and social.
June 29, 2020
How Advisors Can Help Kids in COVID-19 TimesWhile working from home this summer, show children how you help others reach their goals and how they can do the same.
June 26, 2020
Meir Statman: Day-Trading During Crisis 'Perfectly Normal,' Doesn't Drive MarketsBut that doesn't make it wise, the behavioral finance pioneer tells ThinkAdvisor, calling Barstool Sports' David Portnoy a "bad influence."
June 24, 2020
FINRA Moves Ahead on Brokers-as-Beneficiaries RuleRegulatory group also is looking to build a standard to govern brokers acting as trustees or executors and being given power of attorney.
June 24, 2020
Pandemic Lockdown Provides Silver Lining for MillennialsSpending is down and incentives to invest are up, survey finds.