BEHAVIORAL FINANCE

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Clients With Boom-Or-Bust Incomes Need Special Planning, Advisors Say

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Musicians, athletes and social media influencers often build wealth in unpredictable ways.

Advisor Certifications Worth The Time And Effort, Experts Say

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Professional designations enhance an advisor's ability to serve certain clients, consultants say.

The Personal And The Digital

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You'll need a little of both in the future to connect with clients.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

Lottery's $1.26 Billion Winner Will Need Tax Attorney, Therapist

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The jackpot was the fifth-largest Mega Millions prize in history.

New Year's Resolutions: Advisors Hope Clients Are Cautious

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One advisor hopes clients stop "self-sabotaging" their financial planning.

10 Things No One Tells People About Retirement

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Many people are so focused on getting to the retirement finish line that they don't plan for much beyond it.

How To Address The Fears Of Clients Both Young And Old

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A consultant tells advisors that every generation has its own list of worries.

Got Regrets? Good. They'll Make You A Better Advisor

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Daniel Pink offers ways for advisors to harness the power of regret for themselves, their firms and their clients.

Ho, Ho, Ho? No, No, No, Say Inflation-Weary Shoppers

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Consumers say they are fed up with bloated prices and cutting holiday spending, a new survey says.

How Advisors Can Combat Feelings Of Isolation Among The Wealthy

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Most uber-wealthy clients aren't comfortable talking about their wealth, says Bernstein Private Wealth Management.

Watch Out For Taxes When Gambling, Advisors Say

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Advisors warn that it doesn't take a lot of gambling winnings to trigger tax obligations.

When Should Empty Nesters Downsize?

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Giving up your old house is an emotional undertaking. When are the financial advantages too big to ignore?

Pointers For Maximizing Clients' 401(k) Contributions

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Clients might skimp on contributing to these retirement plans and not see what they're missing.

The Soul Of Wealth: Giving Is The Path To Abundance

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We truly enrich the world and our own lives when are generous with others.

Safeguarding Business Assets During Divorce

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Here are six strategies to help safeguard clients' business assets when marriages come apart.

Climb The Wealth Ladder And Serve The Ultra-Affluent

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Legacy planning services represent a major way to attract and serve the ultra-wealthy.

How Childhood Experiences Impact Client Views On Money

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An advisor highlights how early life experiences can shape how a client deals with money as an adult.

Financial Stress Depresses Overall Well-Being, Survey Finds

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A Guardian survey finds money to be the top source of stress in life, beating physical and mental health worries.

37% Of Americans Use AI To Help With Finances, Survey Says

by FA Staff

The BMO survey found the percentage jumped to 61% for Gen Zers.

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