Lessons in behavioral finance: Familiarity bias
If this year’s mega-cap technology stocks are keeping your clients from considering other investment opportunities, familiarity bias may be to blame. Omar Aguilar, PhD, has tips and strategies to help advisors keep clients on track.
Learn more about behavioral finance:
Use this infographic with clients to help manage their triggers and biases.
3 biases to watch out for in a volatile market
Help your clients overcome their market concerns with this short guide. Understand the behaviors to look for and which investment strategies and solutions could help keep them on track.
Build behavioral finance into your practice with Biagnostics. This program includes implementation materials for advisors as well as educational materials for investors to help manage their biases.
The fundamentals of behavioral finance
Practical insights that can help advisors deliver even more value to clients--and potentially build even stronger practices.
Behavioral finance insights
Explore expert perspectives on global equity markets through a behavioral finance lens.