Behavioral finance

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.

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.

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."