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Behavioral finance

Gain insight into behavioral finance, bias mitigation, and the impact investor behavior has on the markets. 

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Behavioral finance

The behavioral advantage

Teaching clients about the most common behavioral biases can make it easier to identify and address them—and potentially lead to stronger, more durable advisor/client relationships.
Omar Aguilar, Ph.D.
Behavioral finance

Addressing a Surge in Client Behavioral Biases

Explore key findings in a whitepaper from our recent behavioral finance survey, BeFi Barometer 2021. Learn how behavioral finance techniques can mitigate the negative impact of biases on clients.
Behavioral finance

BeFi Barometer 2021

Amid ongoing social and economic uncertainty, this year’s survey - BeFi Barometer 2021 - reflects the benefits advisors are reporting by employing behavioral finance techniques to align clients’ emotions and help them achieve their long-term goals.

Behavioral finance content

Market Commentary

Exceptional Advisor

Featured episode: “Behavioral finance through a pandemic lifecycle”

Omar Aguilar, Managing Director and Chief Investment Officer, Head of Investments at Schwab Asset Management, joins Bob Powell with the Investments and Wealth Institute to discuss key takeaways from BeFi Barometer 2021.

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