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BEHAVIORAL FINANCE

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Muni Market's 5-Year Streak Of November Gains Is On The Line

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The November winning streak will be tested this year if the economy defies expectations and strengthens.

A Focused Approach To Financial Psychology: 5 Impactful Actions

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Here are five applications of financial psychology with the greatest positive impact on investors' overall satisfaction.

Investors Who Think They Know More May Pay Higher Fees

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But when their knowledge had been tested, their reported fees were lower, Finra says.

Keeping Your Clients From Fumbling A Financial Windfall

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How does sudden money affect people's psyches?

Global Real Estate Fundraising Slumps 71% With Rate Risk

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Office sales declined 20% in Q3, while industrial and residential building deals fell 3.2% and 6.3%, respectively.

How To Be Less 'Scary' To Clients

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Advisors can make clients more comfortable through open communication, advisor Teresa J.W. Bailey says.

Affluent Clients Increasingly Reliant On Advisors, Cerulli Says

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U.S. investors lost $10T in the last year, and 300K high-net-worth households were demoted, study says.

Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds

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Now that RIAs have figured out how to charge for an annuity, firms are benefiting, too.

U.S. Household Balance Sheets Strong, But High Rates Could Add Strain

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As people buy homes and cars at higher rates, consumers will face larger payments that leave them with less.

NYC Child Care Hits $45,000 A Year With U.S. Prices Surpassing Pre-Pandemic Levels

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Since 1990, child-care prices have risen faster than prices for essentials like housing, transportation and groceries.

Morgan Housel Explains Why Psychology< Knowing Yourself, Trumps Finance

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Housel offered up four tips for everyday investors at eMoney's Advisor Summit on Tuesday.

Do U.S. Workers Have Too Rosy A Picture Of Retirement?

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Two new surveys suggest pre-retirees may ultimately be disappointed by their retirement expectations.

Investors Are Traumatized By Inflation, Natixis Says

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Inflation has become the number one financial fear for investors, surpassing tax hikes and surprise expenses.

Every Generation Makes Money Mistakes. Here's What They Are

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Many of us are making moves in the wrong decade of life.

Many Americans Say They Need Twice Their Income, Survey Says

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But to feel better about their financial decisions, what they really need is help defining priorities, Thrivent found.

Keeping Clients On Track By Understanding Their Biases

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Advisors need to address behavioral biases early in the planning process, consultants say.

Keeping Your Clients From Fumbling A Financial Windfall

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As football season officially begins this month, financial windfalls and how they impact our psyche are top of mind.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

Investors Love Advisors, But Demand More Customization, Services, Goldman Says

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Perhaps the best news for incumbents is that 93% of investors are satisfied with their current financial advisor relationships.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

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