When you think of building wealth and creating a sustainable financial future, you likely imagine the numbers of your bank account acquiring more commas. To get those commas, you anticipate having to ...

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 ...

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 ...

Women face particular challenges when it comes to navigating the world of financial planning and investing with confidence, whether caused by behaviors more common to them or the way the wealth ...

Two hundred years ago, 85% of the world’s population was living in poverty. Today, that number has drastically dropped to about 8–9%. We’ve also doubled our longevity over that time period, and seen a ...

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 ...

Understanding the ins and outs of behavioral finance, from loss aversion to confirmation bias, can equip investors with a distinct edge in the market. Recognizing how people truly behave in financial ...

Julie Willoughby and Syl Flood discuss the role of behavioral finance as a science in managing wealth client relationships. Joining them are guests Sarah Newcomb, Director of Financial Psychology for ...

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today launched "PulseCheck," live from its flagship event Orion Ascent, in San ...

In a development touted as “the future of financial advice,” Alai Studios and Shaping Wealth unveiled Lydia, a new AI-powered tool designed to help financial advisors better meet the emotional and ...