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Turning Behavioral Finance Theory into Action. Discovering the Investor Personality. Are you interested in learning about how your personality may be impacting your financial decisions? We are currently seeking individuals to participate in our research into the investor personality. Advisors: You may know your clients,. But do you understand them? Behavioral Finance Research, Consulting, and Technology for Wealth Managers. Driving the Future of Wealth Management. What is Behavioral Finance? The point is...
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Founded by veteran leaders in wealth management technology and pioneers in behavioral finance, our solutions bring together cutting-edge mobile technology, practical experience advising some of the world’s wealthiest families, and decades leading academic research in behavioral finance. Modern Technology for a Modern World. Make Better Informed Decisions. Show Your Tech Savviness. Stand out from the Crowd. Our creative and fun investor personality analysis actively engages investors, getting them to want...
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