Dr. Preston Cherry on Financial Psychology
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors...
Source: etftrends.com
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Why superhuman financial advisors will survive the AI era
As headlines spotlight the disruptive power of artificial intelligence, a pair of experts say that advisors need to double down on being more human than ever.
Source: financial-planning.com
Exchange Is Now Available On Demand
There was nothing quite like being present at the event, but some of the sessions from Exchange are now available on demand.
Source: etftrends.com
Absolute Engagement Tech Tracks Client Confidence and Concerns
Julie Littlechild's Absolute Engagement's recently launched "Engagement Engine" wants to drag the client survey into the digital age.
Source: wealthmanagement.com
The banking crisis and behavioral finance | Financial Planning
The more important an event, the more resistant it is to a simple, single, widely-accepted explanation
Source: financial-planning.com
Brian Portnoy
Brian Portnoy is the co-founder of Shaping Wealth, a Chicago-based firm that educates and trains financial advisors, companies and investors on behavioral finance concepts. An expert on the psychology of money, he is the author of The Geometry of Wealth.
Source: financial-planning.com
RFG Advisory Secures Top BeFi Talent Dr. Jordan Hutchison and Gears for Massive Tech Upgrade
/PRNewswire/ -- Kicking off its investment in RFG 3.0, the next evolution of our cutting-edge platform for independent registered investment Advisors, RFG...
Shannon Spotswood Bobby White Kelly Waltrich Xy Planning Network Client Services College For Financial Planning
Source: prnewswire.com
PA Awards 2023: Provider category shortlists revealed!
Here they are. The first set of shortlists for the Professional Adviser Awards 2023…
Source: professionaladviser.com
4 Things to Look Forward to At Exchange 2023
The year is coming to a close, and Exchange 2023 is right around the corner. Here are the top 4 things to look forward to at the event!
Source: etftrends.com
Mechanics and guides: The growing trend of dual role advisers
There’s a movement brewing in the advice industry towards financial wellbeing, with more advisers seeking deeper understanding with both clients and in fact themselves, Ayesha Venkataraman writes…
Lee Robertson Alex Riley Chris Budd Institute For Financial Wellbeing Octo Members Group Financial Wellbeing
Source: professionaladviser.com