BEHAVIORAL FINANCE

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How Advisors Can Help Those Suddenly Made Single By Death, Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Advisors Say Fulfilling ESG, Faith-Based Investing Goals Remains A Challenge

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Trying to meet clients' desire to "do good" while investing often runs into gray areas, they say.

The Burning Question For Clients: Are You Happy?

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Advisors who ask this of clients, listen and adjust the financial plan will transform their practices, she says.

Helping Kids Break The Cycle of Poverty

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This is what I learned about generational poverty as a respite foster care giver.

Love Is Inefficient

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When your client relationships are on the line, don't let cost-consciousness get out of hand.

Why Are More Women Clients Than Ever Firing Advisors?

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And how do you make sure you're not on the chopping block?

Caregivers: The Problems Hidden In Plain Sight

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Your clients' plans are only as solid as the least prepared person in their circle.

Americans Failed A Retirement Income Literacy Test; So Did AI

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An experiment with artificial intelligence showed the value of a trained advisor.

When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Florida's Booming Housing Market Has A Moral Hazard Problem

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Efforts to expand the role of the state-backed insurer of last resort will encourage ill-advised investments by homeowners.

Simplifying The Universe Of Cognitive Biases To Help Advisors Understand Their Clients

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Understanding the four areas of human tendencies can help advisors better understand their clients.

One High School Personal Finance Course Reaps $100,000 In Benefts, Study Says

by FA Staff

Rewards gained from a base level of financial literacy accrue greatly over a lifetime, the study found.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

FPA's Journal Names New Academic Editor

by FA Staff

Derek Lawson is a Kansas State University professor focusing on behavior finance.

Lessons That Financial-Planning Courses Don't Teach (But Should)

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Veteran advisors talk about the lessons they've learned through years of experience.

U.S. Bond Markets Are Trimming Bets On Treasuries Ahead Of CPI

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Traders have also been piling into short-dated Treasury options to hedge against potential rising rates.

Wall Street Quants Grapple With New Era Where Cash Actually Pays

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With higher rates available on cash, investors now expect even higher returns from their investments.

Want To Be Wealthy? You Might Try Therapy

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Is it possible to make people wealthier simply by helping them feel better?

What Veteran Advisors Wish They Knew Early In Their Careers

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Advisors share the lessons they've learned after years of serving clients.

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