When financial advisors bring unique backgrounds and perspectives to the advisory process, including behavioral diversity, it can strengthen financial advice. That’s not only a win-win for advisor and ...

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 ...

Behavioral finance advisors, or BFAs, are trained to help clients navigate the emotional and practical aspects of their finances. After all, investing should be a science, but it's often an art. And ...

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 ...

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

Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well? Absolutely says Dan Egan, Betterment’s ...

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 ...

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, ...

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 ...

When it comes to financial affairs, there are two schools of thought: Traditional financial theory and behavioral finance. Traditional financial theory assumes that people make decisions by gathering ...

Behavioral finance plays a role in investors' decisions. Investors think they're sensible, good investors and independent thinkers. But studies show that investors behave irrationally. Behavioral ...

Six months ago, I had never heard the term “double-bottom.” Now, after seeing an Internet meme predicting such an event--a phenomenon in which a stock or index hits an extreme low a second time ...