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BEHAVIORAL FINANCE

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Helping Clients Choose The Right Time To Retire

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When it comes to retirement, it's all in the timing, advisors say.

Why Advisors Should Integrate Brain Health Education Into Client Conversations

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Advisors who educate clients on health, both physical and cognitive, can build deep, quality relationships that go beyond the numbers.

The Illusion Of Affluence

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Too much consumption hampers wealth creation.

What The Wealthiest Want

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They're seeking a life of significance and meaning.

The Evolving Client Profile

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You must put your clients' numbers in the context of their story.

The Business Of Financial Wellness 2.0

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Clients may be retirement-ready, but that does mean they are psychologically prepared to retire.

Preventing The Second Home Dream From Becoming A Nightmare

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New costs and aggravations have put people off buying a second property.

Workers Want More Financial Benefits From Employers, Morgan Stanley Says

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A company survey found that retirement assistance is a top priority among employees.

Caregivers Feeling The Financial Stress

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People giving care to adults have had to sacrifice work advancement and full-time employment.

Advisors Urged To Look At 18-Month Investment Horizon

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The Macro Institute advocates for a long-term investment outlook that focuses on worldwide trends.

Advisors Say Move Gingerly With Suddenly Wealthy Clients

by Ben Mattlin

The psychological adjustment to receiving a lot of money can take years, they say.

End The War With Gen Z Over Who Had It Worse

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In the war among the generations over how hard it was when they were young, everyone has a point.

Vanguard Looks At Market Timing And Sees A Terrible Idea

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Market timing leads to unnecessary losses, the company's research arm says.

Only 26% Of Americans Have Created An Estate Plan, Survey Finds

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Wealthier people, especially males and those with an advisor, are the likeliest to have a plan.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Over Three-Quarters Of Baby Boomers Will Stay Put In Homes As They Age

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They have big financial incentives to stay put in their homes, Redfin found.

Equitable Program Demonstrates The Returns On Coaching

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Equitable Advisors has created a Holistic Financial Coach credential that's a model for other firms.

Creating Realistic Retirement Budgets--Tricks Smart Advisors Use

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Getting a true picture of a retiree's finances takes a bit of detective work, advisors say.

Reading The Pulse Of Clients' True Needs With Behavioral Finance

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According to a recent survey, advisors believe implementing behavioral finance tools enhances client confidence during periods of market volatility.

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