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The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month.  We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors. Our clients are using behavioral science in their practice to help clients’ improve their financial behaviors. Try it for yourself and see how you …
We’re excited to announce that DataPoints has been selected as one of six finalists in the XY Planning Network’s 2016 fintech competition. Our behavioral analytics platform is transforming the way advisors and firms segment, coach, & develop their clients, and we’re excited to present alongside other fintech companies in September! Read about the fintech competition here, and we’ll see you at XYPN16! …
According to Dalbar’s 2015 Quantitative Analysis of Investor Behavior (QAIB), the worst gap between market and investor performance in the past 30 years was in October 2008 when, as the report states, the S&P 500 index lost 16.8% but investors lost a little over 24%. There are, of course, many psychological factors that explain the disparity: behavioral finance biases that model why investors act irrationally. However, to be able to anticipate this behavior, and …
We’re excited to announce a new partnership between Data Points and the Financial Planning Performance Lab (FPPL) at the University of Georgia and the addition of Dr. John Grable, CFP® and professor of financial planning, to the Data Points advisory board. UGA’s FPPL is the only applied clinical facility in the nation designed for the purpose of obtaining evidence regarding the effectiveness of the financial planning process. Its research on the interaction between financial …
Can a disciplined approach help create wealth? Some still contend that it can only have a limited impact in most cases. However, in the case of becoming financially independent, the self-made millionaires highlighted in The Millionaire Next Door demonstrated the value of “rigid rules of behavior:” spending less than they earn, limiting the trading of investments, etc. Data Points’ research demonstrates the value of behavior and experiences in the prediction of net worth, regardless of one’s …