Advisors' benefits of incorporating behavioral finance worldwide 2019-2020

Main benefits of incorporating behavioral finance into financial advisors' practice worldwide 2019 and 2020

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Release date

September 2020

Region

Worldwide

Survey time period

May and June, 2020

Number of respondents

300 respondents

Special properties

Financial advisors

Supplementary notes

The source adds the following information: "Respondents were members of IWI and diversified across business models, including wirehouses, registered investment advisors, and national and regional broker/dealers."
This question was phrased by the source as follows: "“Given the increased market volatility over the past several months, what have been the greatest impacts of incorporating behavioral finance techniques/programs into your practice?"
Respondents were allowed to select up to three responses.
*Not included in the 2019 survey.

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