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 ...

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 ...

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 ...

Do you know why you make the choices you do when it comes to investing? I’m sure you could look back on some of your past investment decisions and wonder what in the world were you thinking. While ...

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. Aug 22, 2021, 07:00am EDT Aug 23, 2021, 10:40am EDT This ...

Wealth management is in an operating-model arms race: talent, technology, compliance and client experience all have to scale at once. In this column, I speak with leaders building firms across ...

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.