BEHAVIORAL FINANCE

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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.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

Counseling Firm Offers Financial Mental Health Services For Athletes

by FA Staff

The Baltimore Ravens NFL football team is among the first clients for Edyoucore's offering.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

Here Are the Latest Inflation Buzzwords You Need To Know

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Higher prices for goods and services have proved more resilient than central banks had predicted.

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