Research
Research-backed perspective for planning, portfolios, and client decisions.
- Research
The Big Disconnect: Retail Investors Want Security—Advisors Can Help Them Find It
Advisors aren’t psychics, but there are ways for them to get inside the minds of retails investors, also known as clients.
Todd Shriber - Research
How Your Brain Shapes Your Advice: Neuroscience Strategies To Build Trust and Ease Client Anxiety
Your clients’ brains – as well as YOUR brain – that offers insight into the way we think, feel, and act around money.
Bill Cates - Research
The Real Cost Isn’t Fees—It’s Emotion: How Advisors Can Stop Clients From Self-Sabotage
Advisors don’t need more definitions of biases. They need practical tools they can actually use when emotions spike.
Jay Mooreland - Research
Why Financial Goal-Setting Is Surging—and Opening Doors for Advisors
Clients across a broad swath of age groups and particularly those who are six-figure earners, feel they benefit from setting financial goals
Todd Shriber - Research
Fidelity’s New Data Shows a Retirement Breakthrough—And Young Investors Are Leading It
Further confirming that those with access to workplace retirement plan should take advantage of those offerings
Todd Shriber - Research
Why Money Is Still More Taboo Than Politics—and What That Means for Your Finances
A recent survey suggests many Americans would rather talk about politics and religion than the current state of their bank accounts.
Todd Shriber - Research
The Little-Known 2025 Tax Break Helping Boomers Give Big—and Protect Their Estates
Find themselves in giving moods are right to consult with an advisor who is likely to point there are some tax perks associated with this strategy.
Todd Shriber - Research
The ETF Boom Goes Mainstream: Why 24 Million New Investors Are Pouring In
In fact, stocks and crypto are the top two asset classes new investors are using ETFs to access.
Todd Shriber - Research
Debt-Free May Be the New Financial ‘Black’
One of the commonalities is that nearly everyone feels some sense of freedom by getting to debt-free status and a new survey confirms as much.
Todd Shriber - Research
Who Will Inherit $123 Trillion? Key Stats Every Financial Advisor Must Know
We compiled the top statistics and insights on this potential massive opportunity so firms have ideas on how they might be able to capitalize.
Daniel Gilmartin
