Behavioral finance

By combining strategic queries with compassion and empathy, financial advisors can convey the message that older clients' legitimate fears around loss are understood.

The best-selling writer discusses the follies of financial forecasting, the benefits of a good imagination and how recessions are like thunderstorms.

Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.

The "everything bubble" was great, but with the Fed predicting a mild recession a different approach is needed to protect historically outsized gains.

A Tik Tok trend is helping some consumers to save more and spend less.

Leaning into the technique and the technology that enables it at scale can differentiate a practice while driving better clients outcomes.

The more important an event, the more resistant it is to a simple, single, widely-accepted explanation

To aid difficult advisor-client conversations about money and love, the wealthtech firm is rolling out a new tool to help advisors become quasi "life coaches."

From professional goals to personal objectives, it's time for a change.

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?