Behavioral Finance Conclusions - What Really Matters
This is a retelling of Chapter 14 (Conclusions) from “Behavioral Finance for Private Banking” by Thorsten Hens, Enrico G. De Giorgi, and Kremena K. Bachmann (Wiley, 2018).
Financial advisory
Behavioral Finance Real World Case Studies
Theory is nice. But does behavioral finance actually work when real people sit across from real bankers with real money on the table?
The Structured Wealth Management Process
Here’s a question most people never think about. When you walk into a private bank and sit down with an advisor, what exactly is the process? Is there even a process? Or does the advisor just pick investments based on their own favorites and hope for the best?