Dr Joshua Wilson explores how behavioral finance and neuroscience shape client decisions before prospects take meetings ...
Lynnley Browning (00:09): Hi, everyone. Thanks for joining us. I'm Lynnley Browning, managing editor at Financial Planning magazine, and here with me is Brian Portnoy, the co-founder of Shaping Wealth ...
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 ...
You wouldn't start a client relationship by asking how much money they have, so why start planning that way? The most effective financial plans aren't built around numbers alone. They're built around ...
COLLEGE PARK, Md., Sept. 10, 2025 /PRNewswire/ -- The University of Maryland's Robert H. Smith School of Business will establish the H. Kent Baker Center for Behavioral Finance following a generous ...
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