 On Personal Benchmark: Integrating Behavioral Finance and Investment Management, by Charles Widger and Daniel Crosby --"As the industry begins to travel further down the goals-based planning road, I think there's an interesting intersection coming: The intersection of behavioral finance and investor education, with the new approach to managing money around life outcomes and being able to meaningfully report to the end client around these outcomes. This book does a nice job of talking about 'life outcomes' for advisors and end clients."Jay Hummel, SVP, Envestnet, Chicago. |
