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Behavioral finance should play an important role in graduate financial planning programs to prepare students for the realities of client interaction. Integrating behavioral finance better equips (future) advisors to recognize and manage the cognitive biases and emotional factors that often drive client decisions, such as…
Global interconnectedness has made international markets a central factor in personal financial planning, especially for those focused on investing and long-term retirement security. Changes in political stability, military conflicts, and trade policies such as tariffs directly shape the economic outlook and can alter how…
Did you know? National Financial Advisor Day is celebrated annually on April 18th! This day is all about recognizing and appreciating the important role financial advisors play in helping individuals plan for a secure financial future, especially within the retirement plan market. 🏦 Purpose of the Day: National Financial…
FINANCIAL PLANNING REVIEW is a global, multidisciplinary journal sponsored by CFP Board of Standards disseminating research covering personal financial planning. Topics include portfolio choice; behavioral finance; tax and estate planning; psychology and human decision-making; financial therapy, literacy and wellness;…
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