Money, Happiness, and the Future of Wealth Management, Brian Portnoy, CFA, PhD
Are investment advisors responsible for the clients’ happiness? The possible answers to this question illuminate the rapidly evolving wealth management industry, where commoditized products and portfolios are yielding to increasingly comprehensive planning solutions and beyond. As advisors struggle to define and defend their value, the effort to deepen and broaden client relationships implicates the need to transform the core insights of behavioral finance from academic to practical. It means evolving “goals-based wealth management” from slogan to craft. A critical element of this transformation is answering how money fits into a fulfilled life, which this presentation will detail, based on key findings from social psychology, neuroscience, economics, and consumer research.
Brian Portnoy, CFA, PhD
Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. He is an investor, educator, writer, and entrepreneur who has worked in the hedge fund and mutual fund industries for more than two decades. Brian is the founder of Shaping Wealth, a financial wellness platform with the mission of helping people make better money decisions. He has authored two bestselling books in the field of behavioral finance, The Investor's Paradox and The Geometry of Wealth. His third book, an edited volume, How I Invest My Money, was published in late 2020. Brian has delivered keynote addresses, workshops, and private consultations across the world to thousands of individuals, advisors, and institutions on topics ranging from investment research to applied behavioral finance. Actively engaged in the push for better youth financial literacy, Brian serves on the advisory board of the Alliance for Decision Education. He is a CFA charter holder and earned his doctorate at the University of Chicago. He lives in Chicago with his wife and three teenage children.
A Message from CFA Society Cleveland:
Thanks for attending today's lunch with Brian Portnoy. Please find Brian;s contact information below and the link to the recording of today's event.
Brian Portnoyemail: firstname.lastname@example.org https://shapingwealth.com/
Check out Brian's new book How I Invest My Money
Topic: Money, Happiness, and the Future of Wealth Management, Brian Portnoy, CFA, PhDStart Time : Dec 9, 2020 11:45 AMMeeting Recording:https://us02web.zoom.us/rec/share/_CFW7nRwmc6gi0v1qEMP5C_eftpcAdFAIwa3q6-AZmy70Nff5aTTv7b9jSd8jTaM.vT-IR1VEyCBs8q5P