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 ...

Shaping Wealth’s methodology, built on years of academic research and real-world advisor training, addresses the behavioral drivers that shape client experiences and decisions. Through the integration ...

Shaping Wealth, a company specializing in behavioral finance training and helping advisors understand the psychology of financial planning, on Friday announced that it would soon hold its first-ever ...