Guided by insights from leading wealth management executives, Focal designed the integration to provide actionable feedback across the categories most critical to client success. The result is a first ...

CHICAGO--(BUSINESS WIRE)--Shaping Wealth, a pioneer in applied behavioral finance for the global wealth management industry, announces today the expansion of its Outsourced Chief Behavioral Officer ...

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 ...

If you’ve ever wondered about what goes into understanding and shaping behavior, St. Cloud State University’s Applied Behavior Analysis (ABA) master’s program is where students with that curiosity ...

Incentive and retention frameworks quietly shape behavior and appetite for risk-taking in the financial markets. EWM Global, ...