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.
Thanks, TikTok: How Bad Retirement Advice Is Creating Client Risks, Advisor Headaches
By John ManganaroFinancial influencers like Dave Ramsey and Grant Cardone have broader reach than ever, much to advisors' chagrin.
August 06, 2025
6 Ways Workers' Expectations Differ From Retirement RealityPre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.
August 04, 2025
Gray Divorce Can Derail Your Clients' Retirement PlansDivorcing near or after retirement presents challenges, Allianz Life finds, especially if a couple created a plan together.
August 04, 2025
11 Mistakes Clients Make When Things Are Going WellWhen the market is high, they might start to forget that long-term investing requires discipline.
July 30, 2025
Are Annuity Buyers Gaming the System?Retirement researchers Michael Finke and David Blanchett find there are ways to maximize the value of state protections.
July 30, 2025
Fed Holds Interest Rates, Points to Slowing Economic ActivityThe decision defies intense pressure from President Trump to cut rates. There were two dissents.
July 29, 2025
7 Signs Retirement Savers Are Losing ConfidenceHigher inflation isn’t the only cause of diminishing optimism in Americans’ retirement prospects, Schwab finds.
July 28, 2025
A Pastor and CFP Helps Clients Overcome Financial TraumaThe 9/11 attacks put Nicole B. Simpson, a Morgan Stanley advisor at the time, on a different path.