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 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 ...

The purpose of the wealth management industry is to increase the value of your portfolio. Add a new focus to the industry's mission: your head. Processing Content How an investor thinks and feels — ...

Investing in the financial markets is a complex endeavor influenced not only by economic factors and market dynamics but also by human behavior. Traditional finance theory assumes that investors make ...

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 ...

New Year’s is a traditional time to make resolutions and set goals. As behavioral economists know, it is also prime time for hyperbolic discounting. What is hyperbolic discounting? In daily life, it ...

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 ...

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 ...

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 ...

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.