How to align investors' behavioral preferences with strategies that can enhance their retirement confidence.
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Nearly 90% of affluent investors work with multiple advisors or institutions. This presents an opportunity to deepen client relationships.
Our 2025 Investor Survey found that investors are piling more money into cash as they near retirement.
Our 2025 Investor Survey found that recent market volatility increased the level of concern affluent investors had regarding their ability to generate retirement income.
The findings from Janus Henderson’s latest Investor Survey present an opportunity for advisors to address investor psychology in their practices.
Tax-code changes introduced by the One Big Beautiful Bill Act have improved the tax benefits related to gifting Qualified Small Business Stock.
What does the continued lack of diversity in the financial services industry mean for advisors and the clients they serve?
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.
Research reveals a strong link between advisors addressing the psychology of financial planning to more frequent referrals by clients.
Three tax-related provisions of the bill that will affect many advisors’ high-income and high-net-worth clients.
Research reveals a strong link between advisors addressing the psychology of financial planning to more frequent referrals by clients.