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Bridge over ocean
15 December 2010 Research Foundation

Using Behavioral Finance to Improve the Adviser–Client Relationship

  1. Bryan Olson, CFA
  2. Mark W Riepe, CFA

Using Behavioral Finance to Improve the Adviser–Client Relationship View the full chapter (PDF)

Behavioral finance provides respectability to the notion that individuals’ decisions are sometimes inconsistent with their well-being and that these inconsistencies can be systematic. This article discusses how this behavior can be driven by both emotions and cognitive failures.