Behavioral Finance | Proactive Advisor Magazine

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

The following posts are related to behavioral finance. Scroll down to see more articles.

Psychographic due diligence: What you really need to know about your client

by Richard Lehman | Aug 23, 2023 | Industry insights

A different kind of bear

by C. Thomas Howard | Jun 21, 2023 | Industry insights

Incorporating financial psychology into the financial-planning process

by Sasha Grabenstetter | May 24, 2023 | Industry insights

Client defections are not just about portfolio losses—they’re also about ‘regret’

by Richard Lehman | May 10, 2023 | Industry insights

Providing the ‘right fit’ for advisory clients

by David Wismer | Apr 26, 2023 | Advisor perspectives

« Older Entries

Next Entries »