What is Finology?
- The relationship between human beings and money in our society.
- The relationship between financial market trends and trading behaviors.
- The relationship between the globalization of financial technology and human behaviors.
I recently read an article from Michael Kitces about Dick Wagner, a pioneer in the financial planning industry, who was credited with having a major role in the evolution of the financial planning profession. Wagner ‘s Finology was developed around the interior human perspectives and beliefs that are not so easily defined, or accounted for, unlike market returns, interest rates, ratios and tangible possessions. It’s worth a read!
Finology And Finding The Higher Purpose Of The Financial Planning Profession