Don’t Call it a Fad: Behavioral Finance Is the Future of Fintech

As our industry continues shifting away from an investment-centric value proposition, a more holistic approach to wealth management is on the rise. Financial planning, which puts client goals at the center of investment management, goes a long way toward improving both advisor-client relationships and client outcomes.

But the evolution isn’t over: Behavioral finance, the study and application of psychology to investment outcomes, is rapidly growing in popularity—and for good reason.

In this whitepaper, we look at the value an advisor can create through behavioral coaching, and how technology can help you begin implementing behavioral finance at your firm.

Don't Call it a Fad