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A new digital solution is looking to integrate behavioural insights into the financial planning process to push advisers to deliver a more “human-centric” service to clients.
During the Future Proof conference, Shaping Wealth founder Brian Portnoy had a workshop on the science and craft of storytelling and how it can be used as a superpower for the modern advisor.
Chicago, IL (PRWEB) September 11, 2022 -- Shaping Wealth, a pioneer in applied behavioral finance, is pleased to announce a new and original offering for the
The market still remains less of a rollercoaster ride than the 26 per cent volatility score recorded when the coronavirus pandemic first hit UK markets in 2020.
The market still remains less of a rollercoaster ride than the 26 per cent volatility score recorded when the coronavirus pandemic first hit UK markets in 2020.