Latest Insights

Is This a Crisis—or an Opportunity?
Markets have been on a rollercoaster ride, driven by fast-changing tariff policies and sensational media coverage. Investors who sold too soon took losses; those who jumped back in have seen quick gains. A familiar question arises:

Crack the Client Acquisition Code: Behavioral Intelligence for Advisory Succes
Financial advisors are often faced with the same question: How can I reliably grow my client base in a competitive market? Traditional approaches focus on performance metrics, portfolio construction, or market knowledge.

The End of ESG – or Just the Beginning?
For a long time, ESG was considered the gold standard of sustainable investments – but more and more investors are now asking: Is ESG over? In a world where mere ESG labels are often no longer

Financial Advisory is Being Revolutionized – The Focus: Your Clients’ Personality
In today’s financial advisory landscape, product recommendations, numbers, and statistics alone are no longer enough. Clients expect personalized service that considers their unique personalities. Advisors who truly understand their clients

Reflections & Perspectives: Behavioral Data Shaping Finance in 2025
As the year draws to a close, we are glad to share the milestones and achievements that made 2024 an extraordinary year for BehaviorQuant. Thank you to all our customers, friends, and supporters. Your ongoing trust

Keeping Client Interactions Fresh: Your Key to Success in Wealth Advisory
Experienced advisors know that a single conversation with clients often provides only a snapshot of their current goals, preferences, and life circumstances. But what if you could take your client relationships to the next level by