Tag Archives: behavioral finance

Understanding the Secrets to Perfect Timing with Daniel Pink

Best-selling author and behavioral science expert Daniel H. Pink recommends making the most of chronotypes and the preference finishing strong to wind up with a better experience. Read More

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Blair duQuesnay, CFA, Discusses Disruption and Demographics in Private Wealth

Investment adviser and former CFA Society Louisiana president Blair duQuesnay, CFA, warns that wealth managers who aren’t connecting with the clients of the future are already behind the curve. Read More

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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. Read More

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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. Read More

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What Do Investment Professionals Need to Hear?

How do you locate the ideas today that the investment community will be discussing tomorrow? Read More

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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. Read More

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C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

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Lie Detection in a Post-Truth World

“Everybody knows we are in a post-truth world,” deception detection expert Pamela Meyer told delegates at the 70th CFA Institute Annual Conference in Philadelphia. “People will tell you anything.” So what are the verbal and nonverbal clues indicating someone might be deceiving us? Read More

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Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

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Mindfulness in the Age of Disruption

“It’s very easy for many of us to feel out of control,” said mindfulness expert Jeremy Hunter. “We live too much on gas pedal, too much on brake.” But there is a way to get back to what Hunter calls our “zone of resilience — a capacity to be calm.” The key to doing that is the practice of mindfulness. Read More

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