"Marketing an ETF is fundamentally different from marketing a credit card, a private fund, or a fractionalized asset," Jain explains. "Financial products cannot be treated as a single category and ...

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 ...

As artificial intelligence-powered tools flood the market and marketing becomes faster, cheaper and easier to automate, advisors are discovering an uncomfortable truth: more tech doesn’t automatically ...

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 ...

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 ...

Lynnley Browning (00:09): Hi, everyone. Thanks for joining us. I'm Lynnley Browning, managing editor at Financial Planning magazine, and here with me is Brian Portnoy, the co-founder of Shaping Wealth ...

You wouldn't start a client relationship by asking how much money they have, so why start planning that way? The most effective financial plans aren't built around numbers alone. They're built around ...

Understanding behavioral finance and economics can greatly improve your investing success. Two classic anomalies to be aware of are the quality-minus-junk anomaly and the disposition effect. The ...

Please provide your email address to receive an email when new articles are posted on . Investing in the financial markets is a complex endeavor influenced not only by economic factors and market ...

Add Yahoo as a preferred source to see more of our stories on Google. Behavioral finance advisors, or BFAs, are trained to help clients navigate the emotional and practical aspects of their finances.

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 ...