The Investments & Wealth Institute wants to bring greater awareness to the field of behavioral finance. As part of our commitment to providing financial professionals with behavioral finance education, resources and tools, we partnered with leading academics, thought leaders and practitioners to bring you, strategies for deepening your understanding and skill-set on how to use behavioral finance techniques in your practice. All week long, we will bring you new information and strategies for applying behavioral finance practices in your business.
Join the conversation #BeFiweek2020
September 7, 2020
September 8, 2020
September 9, 2020
September 10, 2020
September 11, 2020
September 12, 2020
September 13, 2020
Explore the psychology of world changing events with the new course The Psychology of a Black Swan Event On-Demand.
Black swans are world-changing events that are rare and nearly impossible to predict. The implications for markets and investments are compelling and need to be taken seriously, yet people develop a psychological bias and a collective blindness to them. Professor Greg La Blanc, Ph.D discusses this phenomenon and how to potentially immunize yourself from this risk. Learn more and register here.
Delve into Behavioral Finance with our On-Demand Applied Behavioral Finance Course.
No matter what’s happening with interest rates or whether the market is up or down, behavioral finance affects us all—client and advisor alike. Understanding that we’re subject to the forces of behavioral finance and how to work with those forces to clients’ advantage can greatly enhance the advisor-client relationship.
Applied Behavioral Finance is designed to help advisors address common financial decisions that trip up investors. Featuring notable experts from leading business schools - like Dan Ariely, Andrew Lo, Tobias Moskowitz and Meir Statman - the program presents in-depth, thoughtful, and interesting research from the field today; including tips from notable practitioner and New York Times Bucks Blog columnist Carl Richards.
Learn more & Register here.
Attend the Behavioral Advisor Forum: Livestream + On-Demand. Learn more and register for the industry’s premier educational conference for elite advisors who wish to incorporate the latest research and best practices in the field of behavioral finance. Livestream starts tomorrow, September 10th at 10 am ET.
Listen to the latest Exceptional Advisor Podcast Episode - Utilizing Behavioral Finance to Tackle Disruption with Omar Aguilar, Ph.D. and host Robert J. Powell. They explore the benefits of behavioral finance for advisors and their clients and the biases that drive investor behavior and, how advisors can help their clients identify and manage these behaviors to avoid common missteps.
Check out the latest InvestmentSense Blog .
This year, with the current global pandemic and market volatility becoming front and center, the role of applying behavioral finance practices became even more relevant. Read how market volatility impacted advisors in the latest InvestmentSense Blog.
Read the 2020 BeFi Barometer Report.
Learn how to improve your portfolio construction & client communication with the new report, BeFi Barometer 2020 findings. The report details how advisors using behavioral finance gained more clients compared to non-users and were significantly more proactive in client communications. To improve your BeFi understanding, read the full report here.
The statistics are staggering: 47 million people have dementia worldwide, and that number is expected to skyrocket to 115 million people by 2050. Recent studies estimate that about a third of dementia is preventable if actionable steps are taken.
But what kind of actions? There is so much more to keeping your brain in tip-top-shape and lowering your risk for dementia than crossword puzzles, brain games and Sudoku. Breakthrough research is uncovering the surprising, key actionable steps to boost your brain and keep it working better, longer. Learn what these steps are with the new course Keeping the Aging Brain Healthy On-Demand with Marc Milstein, Ph.D.
https://investmentsandwealth.org/agingbrain
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Now more than ever, advisors are turning to experts in the field of behavioral finance to help navigate beyond the post-pandemic landscape. That’s why you won’t want to miss the 2nd annual Behavioral Advisor Forum, powered by UC Berkeley Haas School of Business. It’s the premier educational conference that combines behavioral science and finance.
Engineered by the latest research, top academics and the best practitioners in the field – we bring together the most sought-after leading experts to help you find solutions for the most complex problems of today more holistically.
Attend via livestream and experience all you've come to expect from the Investments & Wealth Institute's live events, Ivy-League-quality education with practical application, premier content and CE, and relevant and timely subject matter.
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