Seven questions that reveal financial biases

October 26, 2021 by Editorial Staff

US investors held nearly $55 trillion in financial assets as of year-end 2020, up from $46 trillion in 2019, according to Cerulli Associates. In its latest report, the Boston-based consulting firm suggests that advisers use behavioral finance techniques to help retain investor trust—and assets.

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Originally Posted at Retirement Income Journal on October 20, 2021 by Editorial Staff.