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 ...

Young children in a classroom (Photo credit: Shutterstock.com / Ground Picture) The landscape of modern education requires a fundamental shift in how student behavior is understood and managed.

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 ...

Members of Generation Z, born between 1997 and 2012, are truly redefining consumer behavior through their proficient use of artificial intelligence. As digital natives, Gen Zers seamlessly integrate ...