How BeFi Can Calm Clients’ Retirement Fears

As any amateur photographer knows, framing matters. The way advisors present retirement income plans to their clients can radically alter clients’ perceptions, according to a Janus Henderson survey. Respondents were more satisfied when their income came from dividends as opposed to selling stock shares, and they were more likely to prefer delaying Social Security payments when timing-related variations in amounts were framed as a loss versus a gain. The findings point to the power behavioral finance can h ...