How Behavioral Finance Can Boost Goals-Based Investing
Brinker Capital’s new investment solution uses behavioral finance to structure portfolios that get clients to their goals while managing volatility.
Milevsky: Mispricing Annuities, Then and Now
From 18th century London to the present day, all annuity pricing errors come down to the same thing: reasonable models with bad assumptions.
Learned Behavior: Educating Advisors on Behavioral Finance
There’s an ample body of academic research that financial advisors could turn to in order to figure out why, say, a prospective client seems so eager at first to retain their services and then suddenly goes cold on them.