Belief based investing

A Case for Belief-Aligned Investment Advice: An Opinion

The current politically charged environment provides opportunities for financial advisors to demonstrate that they truly understand their clients in ways that straight automated solutions can’t. They’ll need the help of technology to do that efficiently.

Behavior Science for FinTech

Turbocharging FinTech with Behavioral Science

How can FinTech practitioners turbocharge their products? Instead of looking at just ‘tech’ capabilities, they need to look at an unlikely source: Behavioral Science. This post explains why along with interview insights from a Financial Psychology subject matter expert.