Recent Posts from CFA Institute Enterprising Investor

Behavioral Insights on Financial Advice

Behavioral Insights on Financial Advice

Successful client-adviser relationships are built on trust. Behavioral finance offers some insights on how to achieve that trust, Shreenivas Kunte, CFA, observes. It starts with knowing the client — not just their financial means and aspirations, but how they think — and integrating that knowledge into the relationship and the investment plan in an open and forthright manner. Read more

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