Focal, the AI-powered productivity platform purpose-built for financial advisors and enterprise wealth teams, today announces an integration with Shaping Wealth, the leading provider of behavioral ...

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, 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 ...

Shaping Wealth, a company specializing in behavioral finance training and helping advisors understand the psychology of financial planning, has created an artificial intelligence-powered assistant to ...

If you’ve ever wondered about what goes into understanding and shaping behavior, St. Cloud State University’s Applied Behavior Analysis (ABA) master’s program is where students with that curiosity ...

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 ...

For the first time, the integration leverages research-guided AI agents to deliver behavioral coaching directly into advisor workflows, helping firms improve client conversations, advisor development ...