Behavioral finance

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."

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.

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.