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Client Life Events
Lessons in Behavioral Finance: Bequest Intentions and Expectations of Older Adults
Curated content for RIAs.
You’re invited to join Janus Henderson’s lead behavioral finance research and wealth strategies expert, Matt Sommer, Ph.D., CFA, CFP, as he helps financial professionals answer three key questions about wealth transfer and how the relationship between children and parents affects bequest intentions.
Goals/Needs-Based Investing
The Investors of the Future Are Coming—and Maybe Sooner Than You Think
This piece is approved to use with clients.
Technology is enabling the investor experience to be personalized—and it's becoming available faster than you think it is. The next generation's financial goals may resemble those of their parents, but the path to getting there may be very different.
Goals/Needs-Based Investing
Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation
Curated content for RIAs.
Rising prices can cause a lot of anxiety, particularly for younger investors who may be experiencing significant inflation for the first time. Retirement Director Ben Rizzuto outlines simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.
Goals/Needs-Based Investing
Wealth Transfer: Easy as 1, 2, 3?
The wealth transfer process is complex, with financial as well as emotional matters that must be sorted through. But financial professionals can take steps to help ensure clients and their heirs are prepared. Retirement Director Ben Rizzuto outlines what he believes are the three key steps to success: preparation, empowerment and engagement.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.