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Podcast Interview on 401(k) Plans and Behavioral Finance Trends

Steve Shu Consulting

Additionally, some references that I allude to on the podcast which may be of interest to folks include the following: Save More Tomorrow How Do Consumers Respond When Default Options Push the Envelope? The podcast may be found at: Apple Podcasts – [link] GooglePlay – [link] Stitcher – [link].

Finance 150
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Behavioral Economics and Behavioral Finance Manifesto

Steve Shu Consulting

In this post, I want to share my thoughts on design values related to behavioral economics and behavioral finance (which going-forward in this post I’ll simply refer to as behavioral science for brevity). Behavioral Economics General Management Innovation Behavioral Finance Behavioral Science Nudge' Thanks for visiting!

Finance 186
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Applied Behavioral Economics Rule of Thumb #5: Recognize the Possibilities and Perils of Anchors

Steve Shu Consulting

finance), application (e.g., Reference: Jacowitz, Karen E., Since they affect both judgments and decisions, it is appropriate to consider the role of anchoring on behavior throughout business processes (e.g., customer discovery, customer validation, go-to-market). The effect of anchors will likely be dependent on domain (e.g.,

Examples 195
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Is Behavioral Economics Used in Business?

Steve Shu Consulting

Back in 2010, I was part of a team that started one of the early behavioral finance centers with one of the investment manufacturing firms in the United States. Here are a few examples of how the field of behavioral economics has touched business in my corner of the world relative to behavioral finance: Voya Financial – [link].

Mercer 186
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What Will It Take to Make Finance More Gender-Balanced?

Harvard Business

It is no wonder we came to fear our gender would keep us from achieving the same level of success as our male peers in finance. We turned to those most able to effect change in finance: the professionals actively working in the field. Family-friendly policies alone may not be enough to drive change in gender equality in finance.

Finance 41
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Rule of Thumb #2: Use Behavioral Lenses to Innovate and Adapt to Changes

Steve Shu Consulting

this legislation covers finance and retirement-related considerations. References: Carroll, Gabriel D., We talked about the recently passed Secure Act 2.0 and potential behavioral implications and impacts on the ecosystem and players. For those unfamiliar with Secure Act 2.0, See Shu et al. Choi, David Laibson, Brigitte C.

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Pre-Existing Knowledge

CaseInterview.com

For example, if you’re talking to a seasoned finance professional, you can use terms like “EBITDA“ and “valuation multiples” and they’ll understand them. When you teach a new concept, you want to always start by referring to something that your audience already knows.