Behavioral finance advisors, or BFAs, are trained to help clients navigate the emotional and practical aspects of their finances. After all, investing should be a science, but it's often an art. And ...

When financial advisors bring unique backgrounds and perspectives to the advisory process, including behavioral diversity, it can strengthen financial advice. That’s not only a win-win for advisor and ...

In the nuanced realm of financial advising, where the balance between client trust, market adaptability, and ethical sustainability is paramount, embracing the triple bottom line—people, profits, and ...

Books and articles on behavioral finance tend to discuss “the crazy things that clients sometimes do and not a lot about what we, as practitioners, are supposed to actually do about it,” said Kitces, ...

Behavioral finance means helping clients deal with the neuroscience behind their decision making, and how that decision making can lead to fatigue. Pamela Sams Pamela J. Sams is a behavioral financial ...

In this week's episode of the Financial Planning Podcast, one of behavioral finance's founding fathers explains why financial advisors who embrace their role as "wellbeing advisors" have the power to ...

Advisors specialize in knowing every facet of their clients’ financial lives. Will they need to delve into their mental processes and emotional states as well? Absolutely says Dan Egan, Betterment’s ...

Master techniques for advisors to address financial constraints with clients, covering risk management, tax, and regulatory ...

The College for Financial Planning, located in Centennial, Colo., has become the first accredited college or university to offer an advisor-focused behavioral finance designation, the college said in ...

When it comes to financial affairs, there are two schools of thought: Traditional financial theory and behavioral finance. Traditional financial theory assumes that people make decisions by gathering ...

One of the limitations of using tested investment theory to provide people with rational financial advice is that people aren’t necessarily all that rational. Investors tend to get worried when the ...

Six months ago, I had never heard the term “double-bottom.” Now, after seeing an Internet meme predicting such an event--a phenomenon in which a stock or index hits an extreme low a second time ...