Press Release

What is a Behavioral Finance Advisor?

October 21, 2021

Senior Wealth Advisor Brian Chang weighs in on how behavioral finance considerations provide an added layer of client service

Managing emotions and money is not always easy. There are psychological drivers that can impact the decision-making process for investors.

“This is where a behavioral finance advisor can be of tremendous benefit – because they recognize that in the real world, human decisions are often influenced by emotions, biases and cognitive errors.” – B. Chang, CFA, CFP®

Click here to read the article. Note: Mr. Chang does not hold a Behavioral Finance Advisor (“BFA”) certification.

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance does not guarantee future results.

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