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Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.
September 19 -
Most investors are rigid about their investing philosophy, which makes them poorly adapted to changing markets and political regimes.
July 13 -
In new academic research, experiments involving selections of YouTube videos shed light on the psychology of conflicts of interest.
March 26 -
To systematically understand the families you work with, first get to know their views on key behavioral-finance criteria, writes Michael Liersch.
March 23Wells Fargo -
Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.
May 9 -
Author and Commonwealth Financial Chairman Joseph Deitch discusses how to gain a better understanding of yourself and your clients, and how to resolve differences.
June 19 -
How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.
June 12Wealth Logic -
The robo advisor is relying on behavioral insights to develop more personalized offerings as advice like Amazon's Alexa seeps into wealth management.
December 18 -
Advisors are discovering how to spot “money disorders,” according to a Financial Planning webinar.
October 25 -
If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"
September 6