Page 4 - Sonya Lutter News Today

/PRNewswire/ -- CFP Board today announced the release of the draft framework of its Client Impact Study, the first peer-reviewed academic research study to...

Sonya Lutter of Texas Tech focuses on financial psychology, and advisors' ability to address clients' emotional reactions.

How opposites who attract can come together around finances.

Many young adults are looking for a more holistic approach to money, where they can talk mental health and the stock market with their financial advisor.

Financial literacy efforts pivot on logic and projections, but to make changes in their finances, clients need motivation.

Certain beliefs could be impeding your financial planning, and learning what those are begins with exploring your money-related memories.

The panel plans to take through 2024 to complete its 'everything's-on-the-table' review of experience, education and exam standards.

Based on the work of cutting-edge planners and therapists, more advisors are tuning in to the psychology of money.

Planners weren’t equipped to address the emotional roots of how clients dealt with money. Therapists couldn’t guide finances. Now, there’s a bridge.

The growing and varying areas of study are rising in adoption across the industry, long after pioneers first dispelled the myth that investing is just about numbers.