BEHAVIORAL FINANCE

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How One Firm's Approach To AI Is Colored By Behavioral Finance

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Orion is experimenting with ChatGPT and AI applications that skew towards its overall behavioral finance approach.

Mental, Financial Health In The U.S. Have Declined, Survey Says

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A new survey found two things that help: emergency savings and a financial advisor.

How To Spare Clients Stress And Taxes Solving The Retirement Mortgage Question

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Financial decisions that seem to make sense in the moment can in the long run cost individuals in both money and stress.

Parents Drain Retirement Funds To Support Adult Children

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Nearly 70% of parents with kids 18 or older say they've sacrificed their own finances to help them.

It's Tax Season! Here Come The ‘Leech Brands'

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What do air travel and income tax preparation have in common? They're both havens for "leech" brands.

Personal Principles With Investing

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If you know your clients' principles about investing, you'll be in alignment before you invest for them.

Gen Z, Memes, Digital Revolution Kicked To Curb In Fad-ETF Purge

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ETF fads have recently moved on to shorting or following prominent stock pickers like Jim Cramer and Cathie Wood.

Parents Are Paying Consultants $750,000 To Get Kids Into Ivy League Schools

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Some wealthy families are going to extreme lengths to get their kids into the best schools.

BREIT Can Now Be Traded Via New Alternative Trading Platform

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Even though Blackstone is still limiting redemptions, investors can now sell into private markets

How To Protect Your Money With Banks Facing Turmoil

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The problems at Credit Suisse are fueling anxiety for people who want to make sure their money is safe.

Don't Make The Same Mistake As SVB With Your 401(k)

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Knowing what makes an asset safe is not always so simple, and it will differ based on circumstances.

Some Advisors Tell Clients To Limit Bank Deposits To $250K Per Bank

by Ben Mattlin, Jacqueline Sergeant and Jennifer Lea Reed

But with their phones ringing off the hook, advisors are counseling people not to panic.

Can Clients Ever Have Enough Money?

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We should transform the mindset of our clients so they realize there is enough for everyone, everywhere.

Why The Ranks Of Women Advisors Are Finally Increasing

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Efforts by the CFP Board and others are finally paying dividends, experts say.

Clients Now See What They Paid For

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We've found that good advice helped our clients keep calm in 2022.

Financial Planning For Couples Who Totally Disagree

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When a couple's attitude toward their money differ, financial plans often fail. There are ways to restore unity and save the plan.

New Vanguard Tools Promote Importance Of Financial Coaching

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The Malvern, Pa.-based investing firm is releasing a set of research and behavioral tools for advisors.

The Smart Way To Invest In Active Funds

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While active funds as a whole underperform passive indexes, the most successful active prodcuts share a few key traits.

The Bridge Women Will Cross. And Men Will Jump Off Of.

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It's time for the wealth management industry to recognize the differentiated financial needs and objectives of women.

How One Advisor Is Injecting Fun Into Financial Planning

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Lauryn Williams wants learning about money to be a less intimidating experience for millennials.

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