by David Wismer | May 12, 2021 | Advisor Interviews
Visualizing the benefits of risk management Visualizing the benefits of risk management Behavioral research often talks about the power of “visualization.” For advisors, it is a way of reinforcing for clients the importance of risk management in...
by David Wismer | Apr 28, 2021 | Advisor Interviews
Striving for meaningful relationships and measurable impact Striving for meaningful relationships and measurable impact Benjamin Barbour • Reston, VAFountainhead Wealth Advisors • Kalos Capital Inc.Read full biography below Proactive Advisor Magazine:...
by David Wismer | Mar 24, 2021 | Advisor Interviews
A focus on planning and protecting in providing client solutions A focus on planning and protecting in providing client solutions David J. Wood • Royersford, PASt. Pedro & Associates Inc. • Securities America Inc.Read full biography below Proactive...
by David Wismer | Nov 18, 2020 | Advisor Interviews
Advisors and active management: Grounded in behavioral finance Advisors and active management: Grounded in behavioral finance Financial advisors are increasingly recognizing the importance of applied behavioral finance theory in guiding their clients....
by David Wismer | Oct 21, 2020 | UpClose
From Aristotle to active investment management From Aristotle to active investment management Active investment management is consistent with the tenets of behavioral finance, as well as with sound financial planning that seeks to help investors reach...
