This is the fifth article in a series focusing on behavioral investor types and intended to help advisors strengthen their relationships with their clients by helping them better understanding clients ...

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 ...

Two hundred years ago, 85% of the world’s population was living in poverty. Today, that number has drastically dropped to about 8–9%. We’ve also doubled our longevity over that time period, and seen a ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

Trust is the cornerstone of any advisor-client relationship—this may be even more true for advisors working with high net worth clients. Typically, affluent clients are more deeply involved in the ...

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 ...

The College for Financial Planning, the Kaplan-owned education and licensing company that created the Certified Financial Planner designation and others, announced a new one on Monday intended to ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

Our APIs—powered by Morningstar data—identify the investor behavioral gap in managers’ decision making which can explain why a fund underperforms. Once managers are aware of these patterns, they can ...