This content is from: RIAIntel A New Certification to Help Advisors Master Behavioral Finance The appeal of the College of Financial Planning's Accredited Behavioral Finance Professional program. By Michael Thrasher November 23, 2020
This content is from: Corner Office Northern Trust Invests in Firm to Boost Active Manager Alpha The firm has taken a stake in Essentia Analytics, which has made a business out of helping active portfolio managers get a handle on their behavioral biases and generate better returns. By Julie Segal September 21, 2021
This content is from: RIAIntel CFP Board Exam Places New Emphasis on ‘Psychology of Financial Planning’ Advisors will be expected to understand behavioral finance, sources of money conflict, and more. By Greg Bartalos March 30, 2021
This content is from: Portfolio How One Value Manager Survived the 13-Year Bear Market NN Investment Partners analyzed and tweaked the behavior of portfolio managers to outperform while other value strategies struggled. By Julie Segal February 09, 2021
This content is from: RIAIntel Orion Defends HiddenLevers After a Competitor's Public Attack Riskalyze, a popular risk management software company, says wealth managers using HiddenLevers risk violating their fiduciary duty. HiddenLevers’ new owner defended it. By Michael Thrasher May 12, 2021
This content is from: Portfolio This Signal Showed Promise in Identifying Top Active Managers. But the Results Have Been Disappointing. Instead of choosing concentrated or best ideas funds — those with high active share — asset owners would have been better off doing the opposite. By Hannah Zhang November 30, 2021
