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BEHAVIORAL FINANCE

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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.

Harry Markowitz, Father Of Modern Portfolio Theory, Dies At 95

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Markowitz's greatest contribution was finding that diversification lowers portfolio risk.

Pictures, Stories Can Help Advisors Serve Clients Better, Says Carson Group Exec

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Pictures and storytelling can help advisors better represent their clients' wishes and goals.

How Advisors Can Solve The Retirement Income 'Puzzle'

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Clients need to be taught the meaning of post-retirement income, says Jamie Hopkins of Carson Group.

Cost Of Being Wrong Gets Bigger By Day In Ever-Diverging Markets

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When different parts of the market send conflicting signals, who should investors believe?

When Retail Investors Are All Zigging, Is It Time To Zag?

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Hot markets, while seductive, can also be dangerous.

Remote Work Pay Cuts Send The Wrong Message

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Studies have shown remote workers to be more productive and satisfied, according to Sarah Green Carmichael.

Gender Roles Block Female Financial Experience, UBS Says

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A company survey found obstacles keep women from financial engagement, even if they're the breadwinner.

Americans Say They Need $2.2 Million To Be Considered Wealthy

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Yet 48% of respondents said they already feel wealthy today with an average net worth of $560,000.

39% Of Home Shoppers See A Seller's Market, BofA Says

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A majority of prospective buyers said high prices and interest rates remain a challenge when purchasing a home.

Personal Principles With Investing (Part 2)

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It's time to ask what money represents to people to get at what their values are.

Wade Pfau On Using TIPS To Reveal A Retirement Plan's Funded Ratio

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This retirement income planning strategy relies on simplicity and two numbers.

Clients Give Advisors Greenlight To Use AI, Morgan Stanley Says

by FA Staff

But they also want that advisor to be a human being, the Morgan Stanley survey says.

More Than A Third Of American Homes Struggle To Make Ends Meet, Census Says

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More households struggle with expenses now than did in the immediate aftermath of the Covid-19 pandemic.

Calming Client Fears With A History Lesson

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When market volatility puts clients in a panic, John Hancock advisors follow a reliable script.

Being Prepared For The Worst

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Disaster can take forms both meteorologic and financial. Advisors can help clients prepare.

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