Active investment management’s weekly magazine for fee-based advisors

Richard Lehman

The behavioral side of goals-based investing

As the advisory profession moves further into goals-based wealth management, advisors should prepare themselves for more frequent forays into behavioral psychology and human social behavior. For nearly half a century, financial-planning and...

The coming transformation of technical analysis

While technical analysis has its roots in practices thousands of years old, advances in technology, behavioral psychology, and artificial intelligence will lead the next transformation of the discipline. Origins of technical analysis Technical analysis...