Top Video: How Merrill Makes Goals-Based Investing Work (Feb. 4)
A February interview with Michael Liersch, head of behavioral finance and goals-based consulting at Merrill Lynch, revealed how the wirehouse used behavioral finance principles to underpin its goals-based investing strategy. Originally posted Feb. 4, this interview helped financial advisors understand how they can use the tenets of behavioral finance in their own practices. The interview became one of the most popular videos FA-IQ produced in 2016.
December 30, 2016
Swan Global Investments