Behavioral finance

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.

Behavioral finance is increasingly influencing how wealth managers serve their clients. How is the field evolving, and what are the freshest insights?

A nuanced conversation among Black experts from across the financial services displayed how advisors can play a pivotal role.

Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.

Students who complete the new master's program at NYU and pass the CFP exam can become CFP certified.

Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.