Learn what they do and how they differ from other professionals.

Behavioral finance, a field that blends psychology with economic decision-making, provides profound insights into the complexities of human behavior in the financial realm. I have been interested in ...

"Couple this with the fact that this is an election year, and an especially controversial election year on top of it, and you've got a recipe for an emotional decision-making disaster," says Jordan ...

Ph.D. candidate Shekinah Dare researched which psychological factors contribute to responsible financial behavior and well-being. She wants to use this knowledge to develop interventions to encourage ...

In the nuanced realm of financial advising, where the balance between client trust, market adaptability, and ethical sustainability is paramount, embracing the triple bottom line—people, profits, and ...

Institutional investors who want to gain an investment edge can do so by controlling their behavioral biases. That insight comes from Simon Hallett, co-chief investment officer at Harding Loevner, a ...

Case Study 1: Carrie's Transformation: Carrie, driven by her curiosity about behavioral coaching for financial success, proactively sought guidance from a specialized coach, Lisa. Through a diligent ...

Behavioral finance means helping clients deal with the neuroscience behind their decision making, and how that decision making can lead to fatigue. Pamela Sams Pamela J. Sams is a behavioral financial ...

Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...

In this week's episode of the Financial Planning Podcast, one of behavioral finance's founding fathers explains why financial advisors who embrace their role as "wellbeing advisors" have the power to ...

In a wide-ranging discussion, Karlitz weighs in on the firm’s growth plans for the year ahead, how Sagient approaches client service, its Behavioral Finance focus, and why he views insurance as a ...