BEHAVIORAL FINANCE

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Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Equitable Program Demonstrates The Returns On Coaching

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Equitable Advisors has created a Holistic Financial Coach credential that's a model for other firms.

Creating Realistic Retirement Budgets--Tricks Smart Advisors Use

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

Reading The Pulse Of Clients' True Needs With Behavioral Finance

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According to a recent survey, advisors believe implementing behavioral finance tools enhances client confidence during periods of market volatility.

54% Of Retirees Say They Understand Social Security; 10% Of Advisors Agree

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An Allspring retirement survey reveals big gaps between what clients think and what advisors know.

The Crushing Reality Of Death And Divorce

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

Clients Misbehavin': An Interview With Nobel Laureate Kahneman

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Twenty years ago, advisor Harold Evensky interviewed the late Daniel Kahneman about how to apply behavioral finance to client management.

Daniel Kahneman, Psychologist Who Upended Economics, Dies At 90

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The Nobel Prize winner undercut assumptions about investor decision-making.

The Effect Of Personality Differences On Investment Decisions

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Financial advisors can add value by educating investors about their behaviors when designing financial plans.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

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.

Love Is Inefficient

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

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.

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.

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