Behavioral finance

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

UBS Head of Sports and Entertainment Wale Ogunleye is sharing best practices for advisors who assist stars in managing their requests for financial support.

Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.

Most investors are rigid about their investing philosophy, which makes them poorly adapted to changing markets and political regimes.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

"Many times it’s actually small, systematic behavioral changes in strategies that lead to sustainable, meaningful changes in outcomes," writes Michael Liersch.

There’s a common cultural myth that says people don’t talk about money. I disagree; I think we talk about money all the time. Just not enough about what I describe as “the missing pieces of the money conversation.”

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

The factors that had so many predicting go-go growth over a year ago are still very much in place.

The change will affect continuing education immediately and certification examinations starting in March 2022.