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Financial Advisor Magazine
Here Comes FinPsych–Time To Learn More About Financial Psychology
First there was financial services. Then wealth management. Then FinTech. Then BeFi (behavioral finance). Now it’s time for FinPsych.
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Nerd's Eye View on Kitces.com
"Beyond serving as traditional risk tolerance surveys, psychometric assessments can also help advisors to understand a client’s communication style, personality, and saving and spending behaviors more objectively and at a deeper level than their own subjective judgment (which can be fraught with biases and sometimes even knowledge gaps of the client’s personal circumstances)."
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Nerd's Eye View on Kitces.com
The Latest In Financial #AdvisorTech (September 2021)
"From the broader industry perspective, DataPoints is becoming an increasingly active player in the rapidly growing AdvisorTech Map category of “Behavioral Assessments” that go beyond pure risk tolerance to understand a client’s broader financial psychology..."
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FinancialPlanning.com
Herbers & Company Hires Financial Therapist
Financial planning firms are increasingly seeing the value in having financial psychology experts and tools as part of their practice. Dr. Sarah Fallaw is quoted in the article discussing the importance of financial psychology to clients achieving their goals.
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Nerds Eye View at Kitces.com
Financial advisors are so often focused on getting clients to save and invest, and keeping them invested (including and especially through times of market volatility) as a way to add “advisor alpha”, a recent DataPoints study of nearly 1,600 investors who are actual clients of financial advisors provides a positive affirmation of these client outcomes
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