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The College for Financial Planning, the Kaplan-owned education and licensing company that created the Certified Financial Planner designation and others, announced a new one on Monday intended to ...

Orion Expands Behavioral Finance (BeFi) Leadership with Launch of “PulseCheck” Tool at Orion Ascent Orion’s latest BeFi tool, which integrates personal fulfillment and wellness into the financial ...

Our APIs—powered by Morningstar data—identify the investor behavioral gap in managers’ decision making which can explain why a fund underperforms. Once managers are aware of these patterns, they can ...