BEHAVIORAL FINANCE

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The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Engaging In The Legacy Dialogue

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Estate planning is about more than tax planning.

Help Clients And Grow Your Practice With Behavioral Coaching

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Research has shown that behavioral coaching is one of the most important services an advisor can provide.

Many DIY Investors Lean More On Advisors As Retirement Nears, Cerulli Says

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"Advice seekers" start to become "advisor reliant" five years before they retire, according to the research firm.

Consumers Trust Human Advisors A Lot More Than AI, CFP Board Survey Finds

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Consumers are willing to explore AI advice as long as an advisor verifies it, according to the survey.

Investors Say They'll Stick With Gold As Fed Cycle Nears End

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A breakdown in the correlation between equities and bonds is helping to make the case for gold.

A Compassionate Approach To Financial Trauma

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Gaining an understanding of financial trauma is a crucial step in guiding your clients toward financial well-being.

Bitcoin's Extreme Volatility Vanishes Amid 'Extreme Apathy And Exhaustion'

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Perhaps the oft-maligned cryptocurrency can act as a store of value after all.

CFP Board Releases Resource Guide On Financial Psychology

by FA Staff

The guide is a companion piece to board's The Psychology of Financial Planning guide.

Why AI Assisted Behavioral Finance Wins

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AI can enhance advisors' ability to address clients' behavioral needs and provide unparalleled personalized service.

Parents Struggle To Support ‘Boomerang' Kids, Thrivent Finds

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For the 41% of parents who have adult children living with them, the financial hit is real.

If I Wrote Fortune Cookies

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If little scrolls of wisdom could be passed around the financial world, what would they say?

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Credit Scores Got A Boost In Pandemic But Lenders Should Be Wary

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Since bottoming out during the pandemic, loan defaults and delinquencies remain scarce by historical standards.

Why Investors Fire Their Advisors, According To Morningstar

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Advisors should contact, listen to and learn from clients who are firing them, Morningstar's experts said.

Hedge Funds' U.S. Treasury Bets Pose Global Stability Risk, Says BOE

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Treasuries positioning suggests leveraged traders continue adding to their basis-trade bets.

The Diversity Mission of Merrill Lynch's Christopher Jay Rolls On

by Tracey Longo

From intern to $3.5 billion in assets, advisor Jay says he's just getting started.

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Is It Time To Cancel The Recession Altogether?

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The consensus among economic forecasters still sees a 64% chance of recession in the next 12 months.

Why U.S. Taxes Must Increase

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Corporate and personal income taxes remain near their lowest statutory rates in decades.

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