Behavioral finance

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."

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

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?

Most seniors wish they'd prepared better for their golden years. Here's how they can retire without looking back.

Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.