As the wealth management industry evolves, behavioral finance, or the study and application of psychology to investment outcomes, is rapidly growing in popularity—and for good reason.

 

Financial advisors are increasingly called upon to act as behavioral coaches, guiding more than just their clients’ portfolios.

 

In this white paper, we’ll answer a number of important questions about how you can create value for clients, including:

• What is behavioral finance?
• What are the three biggest drivers of client behavior?
• How can technology help you influence better investment decisions?

Sponsored by

0618-OAT-4/13/2022