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Behavioral Finance Panel

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This panel discussion from FPA Annual Conference 2018 will help to unpack and understand the most recent trends and relevant applications of behavioral economics. Compelling research on the powerful relationship between client behavior and financial decision-making continues to grow. This leaves the onus on financial planners to not only keep up with the growing body of knowledge, but also the responsibility of using it to help clients achieve financial health and success.

  • Determine how to help clients achieve financial health and success
  • Understand the most recent trends and relevant applications of behavioral economics

Daniel Crosby, PhD

President, Nocturne Capital

Educated at Brigham Young and Emory Universities, Dr. Daniel Crosby is a psychologist, behavioral finance expert and asset manager who applies his study of market psychology to everything from financial product design to security selection. He is co-author of the New York Times bestseller "Personal Benchmark: Integrating Behavioral Finance and Investment Management" and the forthcoming book, "The Laws of Wealth." Dr. Crosby is the creator of composite measures of equity valuations and market sentiment that inform the management of the two separately managed accounts offered by his firm, Nocturne Capital. His ideas have appeared in the Huffington Post and Risk Management Magazine, as well as monthly columns for WealthManagement.com and Investment News.

Steve Vernon, FSA

Research Scholar, Stanford Center on Longevity

Steve Vernon is a Research Scholar at the Stanford Center on Longevity, and is President of Rest-of-Life Communications. In both roles, he is active with research, writing, and speaking on the most challenging issues facing retirees today, including finance, health, and lifestyle. For more than 30 years, he helped Fortune 1000 employers design, manage and communicate their retirement programs. Steve writes a twice-weekly blog column on retirement strategies for CBS MoneyWatch. He has published five books on retirement planning, including his latest book Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.

Kathleen Burns Kingsbury

Wealth Psychology Expert and Author, KBK Wealth Connection

Kathleen Burns Kingsbury is the founder of KBK Wealth Connection, host of the award- winning Breaking Money Silence podcast, adjunct lecturer at Bentley University, and an internationally published author and speaker. Her books include How to Give Financial Advice to Women, How to Give Financial Advice to Couples, and Breaking Money Silence. Named one of nine amazing conference speakers in 2017 by Investment News, Kathleen is a sought-after consultant on the topic of advising women and couples, and financial communication. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, and CNBC. www.kbkwealthconnection.com.

Shachar Kariv, PhD

Benjamin N. Ward Professor of Economics, University of California, Berkeley

Shachar is co-founder and chief scientist at Capital Preferences LTD, parent company to the TrueProfile subsidiary. Shachar is also a Benjamin N. Ward Professor of Economics and the recent Chair of the Economics Department at the University of California, Berkeley, recognized as one of the world’s most impactful and influential economics institutions. Shachar is widely regarded as a top decision theorist and game theorist in the world.


Behavioral Finance Panel
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
0.0 CFP CE credits  |  Certificate available
0.0 CFP CE credits  |  Certificate available