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The Rise of Digital Technology Brings Behavioral Finance to the Forefront

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Despite the rise of digital technology, it’s more important than ever for financial advisors to master “human skills.” This brings behavioral finance to the forefront.

Omar Aguilar, CIO of Equities, Charles Schwab Investment Management, stopped by at the Charles Schwab IMPACT Conference to talk with us about the behavioral trends evident in today’s market environment and explain how advisors can use Biagnostics, a behavioral finance-based framework, to create an emotionally and financially customized client experience.

Click the image to watch the video to learn more about:
 

  • Why it’s more important than ever for financial advisors to master “human skills”.
  • What are the behavioral trends evident in today’s market environment.
  • How advisors can incorporate behavioral finance into their practice.
  • How behavioral biases vary across generations.
     

Related: Why Independence Is Becoming Mainstream

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