Tag Archives: behavioral finance

Stressed? Daniel Crosby Says Let it RAIN

In the current environment, many financial professionals will need to manage their own stress along with their stressed-out clients. Read More

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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. Read More

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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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