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In today’s ever-changing landscape, it is important to raise awareness about the benefits of behavioral finance for advisors and their clients. Our field research, in partnership with Schwab Asset Management and Cerulli Associates, helps to educate advisors like you, and your clients about the biases that drive disruptive decision making. Download the latest research that reveals what we learned about the evolving role of behavioral finance through a pandemic lifecycle.
Download the BeFi Barometer 2021
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Even as biases surge, behavioral principles help build trust, promote retention and reduce the dangers of emotional decision making.
Advisors use behavioral finance techniques to 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.
Download the Investor
Behavior Report
Discover the gaps between client and advisor perceptions regarding their advisory relationship, depth of client temptations, their fears of market declines, and their understanding of their portfolios.
The Investments and Wealth Institute is committed to be the leading financial organization individuals and firms turn to for their advanced professional development. That is why we have partnered with industry thought leaders Schwab Asset Management, Toews' Behavioral Investing Institute, Orion Advisor Solutions and our Executive Educational Partners, Yale School of Management, Wharton School of Business and The University of Chicago Booth School of Business to bring behavioral finance strategies directly to you. To learn more, start with resources like these.
Take the Applied Behavioral CourseGet the latest behavioral finance strategies and best practices to ensure that in evolving and ever-changing 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.
Want to learn how to apply behavioral finance methodologies and tactics to help expand your business? Consider one of our advanced certifications that incorporate behavioral finance practices.
The Investments & Wealth Institute has joined forces with firms Orion Advisor Solutions, Schwab Asset Management, Cerulli Associates, and Toews' Behavioral Investing Institute to bring greater awareness to the field of behavioral finance. Together, we are leveraging our resources to educate members of the financial community.
