Financial advisers who want to learn more about behavioral finance and how behavioral coaching can add value to client relationships should consider educating themselves on the topic. Here are a few ways to get up to speed:
After the successful completion of this online program and passing a
certification exam, you will receive the BFA (Behavioral Financial Advisor)
designation.
For more information, go to:
https://portal.kupace.com/learn/think2perform
For more information, go to:
https://investmentsandwealth.org/conferences/2020/2020-behavioral-
advisor-forum/registration-en
For more information, go to: https://investmentsandwealth.org/abf
For more information, go to: https://www.coursera.org/learn/duke-
behavioral-finance#instructors
MyVest and Vestmark have also unveiled strategic partnerships aimed at helping advisors and RIAs bring personalization to more clients.
Wealth management unit sees inflows of $23 billion.
Deal will give US investment bank a foothold in lucrative European market.
New report examines the impact that the initiative has had on philanthropy.
Few feel confident that they will meet their retirement goals.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.