The Value of Client Behavioral Management

All of the studies and resulting data that have looked at the issue appear to agree that client behavioral management is one of—if not the most—important functions of financial advisors. In one of the seminal research studies—although not technically an inquiry into the role of financial advisors in relation to client behavioral management—the researchers concluded that of all the activities undertaken by large corporate pension fund managers, strategic portfolio allocation accounted for on average 93.6% of[…]

Partnering with the Financial Planning Performance Lab at UGA

We’re excited to announce a new partnership between Data Points and the Financial Planning Performance Lab (FPPL) at the University of Georgia and the addition of Dr. John Grable, CFP® and professor of financial planning, to the Data Points advisory board. UGA’s FPPL is the only applied clinical facility in the nation designed for the purpose of obtaining evidence regarding the effectiveness of the financial planning process. Its research on the interaction between financial planner[…]