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Behavioral finance is a sub-field of behavioral economics. It proposes psychology-based theories to explain stock market anomalies, such as severe rises or falls in stock price. The purpose is to identify and understand why people make certain financial choices.
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Behavioral Advisors redefine the relationships between advisors and clients by instituting insights on biases, risk-tolerance, cultural and emotional characteristics. They use psychology and behavioral science to remove emotional friction and “coach” their clients based on the techniques they learned from academics, research scientists and practitioners, that can help maximize outcomes for the end investor. They also identify patterns and behaviors to mitigate risks.
Read the exclusive blog on September 11, 2020.
Listen to the BeFi Podcast, Advisor Behavioral Finance Trends Amid Covid-19 w/Omar Aguilar, PhD, brought to you by the Investments & Wealth Institute in partnership with Charles Schwab Investment Management Inc. 0820-0NXY
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Get the latest in behavioral finance tips and best practices to ensure that in volatile times, clients are making decisions that are objective, fact-based and best for their long-term goals. We have a full library of online resources to help get you up-to-speed and ready to act with confidence, knowledge and facts.
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