Behavioral finance

High net worth individuals tend to think they can manage investing on their own. Researchers say that's an opportunity for financial advisors.

With some alarm bells sounding on market risks in 2025, advisors are focusing on client reassurances and strategic planning.

A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect their assets.

A belief in the exceptional nature of U.S. markets can blind advisors to clients' true risk tolerance.

Political bias can create negative chain reactions in portfolios. Here's how to keep investors focused on long-term goals.

Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.

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.