Shaping Wealth, a company specializing in behavioral finance training and helping advisors understand the psychology of financial planning, has created an artificial intelligence-powered assistant to ...

The College for Financial Planning, the Kaplan-owned education and licensing company that created the Certified Financial Planner designation and others, announced a new one on Monday intended to ...

Modern portfolio theory (MPT) and behavioral finance represent differing schools of thought that attempt to explain investor behavior. Perhaps the easiest way to think about their arguments and ...