Shaping Wealth, a company specializing in behavioral finance training and helping advisors understand the psychology of financial planning, has created an artificial intelligence-powered assistant to ...

The College for Financial Planning, located in Centennial, Colo., has become the first accredited college or university to offer an advisor-focused behavioral finance designation, the college said in ...

SAN FRANCISCO--(BUSINESS WIRE)--More financial advisors are using behavioral finance techniques compared to last year – and they are reaping the benefits, according to the BeFi Barometer 2020, the ...

There’s an old saying among investors that “the market can stay irrational longer than you can stay liquid.” It’s a tongue-in-cheek nod to behavioral finance: the concept of applying rational thinking ...

Advisors incorporating behavioral finance methods into practice have gained more clients in a challenging 2020 “Advisors are guiding clients through an unprecedented market environment and emotions ...