Behavioral finance

Couching hard portfolio data in reassuring stories, similes and metaphors can help financial advisors steer nervous clients through volatile markets.

Financial advisors can help clients find the right assistance and cost effective strategies throughout recovery.

As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning difficult, but not impossible.

The equity strategy's tax-loss harvesting component can scratch a client's itch to do something amid sell-offs while staying fully invested.

Virtual client meetings have boomed since the COVID-19 pandemic, but advisors say the digital shift is far from over. Here's how virtual advisors are getting ahead of the curve.

The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions.

In speeches at the CFA Institute LIVE conference, experts pointed to the importance of financial advisors and other industry experts in the present circumstances.

Critics have called for an overhaul of the confusing rules that they argue often leave investors paying taxes in the wake of falling into fraudsters' traps.

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

Experts say financial advisors can play a critical role for clients who are in the throes of addiction and those sifting their way through the often-challenging recovery process.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

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.