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Behavioral Finance


The Power of Nudges in Financial Advice

Beware the nudge: Many people do not realize this, but we often are swayed in our decision-making processes by our emotions, the methods by which products or services are marketed to us, and the context of our current situation or surroundings. Nudges strategically and effectively make use of biases and mental shortcuts to influence behaviour and decisions while preserving freedom of choice.

Smarter Decisions in Uncertain Times: Insights from Annie Duke and Morgan Housel

Investors should keep three things in mind when planning for the future amid so much uncertainty

Six Investment Insights from Howard Marks

Great investments begin with discomfort, according to Howard Marks.

Annie Duke: Accepting Wrong Gets to Right Faster

Decision strategist and author Annie Duke recognizes that most of our decisions are made with incomplete information, which means we sometimes have to deal with being wrong.

Daniel J. Levitin Offers an Alternative to Multi-Tasking

Neuroscientist Daniel J. Levitin shared his recommendations for people trying to deal with information overload and accomplish more at work.

Improving Decisions to Evolve beyond Passive Management

Annie Duke, Josh Brown, and Clare Flynn Levy say that investment managers who want to remain relevant must adapt to disruption.

Daniel Kahneman on Expertise, Bias, and the Investment Industry

Nobel laureate Daniel Kahneman has four simple strategies for better decision making that can be applied to both finance and life.

Top 10 Steven Eisman Quotes from Hong Kong
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Steven Eisman delivered an hour's worth of pithy and insightful comments on the global financial crisis, the markets, and the finance industry.

Staying Ahead of the Curve in Global Investing

The 71st CFA Institute Annual Conference has been designed to equip financial professionals with the tools necessary to succeed in an increasingly competitive, diverse, global working environment.

Thaler on Choice Confusion: To Intervene or Not to Intervene

Richard H. Thaler reviewed many of our behavioral frailties during his lively and engaging presentation at the 70th CFA Institute Annual Conference in Philadelphia. The key takeaway: If only we could learn.