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[…]

Wealth Behaviors in Money Magazine

The focus on behaviors and their impact on financial success continues to grow in the media! We’re thrilled about the coverage of DataPoints’ research on wealth behaviors and financial success in Money magazine’s online and print editions this month.  We also partnered with Money to create a quick quiz to help you learn about your wealth behaviors. Our clients are using behavioral science in their practice to help clients’ improve their financial behaviors. Try it for yourself and see how you can[…]