TrueProfile Launches in United States

TrueProfile has expanded its revolutionary client-profiling service into the United States, offering the financial nucleus of the world a gamified, scientific method of understanding client preferences.

ThinkAdvisor: Sitdown with Shachar Kariv

Shachar Kariv sat down with ThinkAdvisor to explain how Behavioral Economics can elucidate a client’s investment preferences and finally transition client-understanding from speculation into science.

TrueProfile Partners with FPA, Berkeley Executive Education

TrueProfile has partnered with FPA and Berkeley Executive Education at the University of California to provide financial planners with innovative methods to better understand clients through the emergent field of Behavioral Economics.

Capital Preferences Partners with FPA, T. Rowe Price

The Financial Planning Association, Capital Preferences, and T. Rowe Price are initiating a new study providing research and insight to help financial advisers and planners better understand and serve their existing and prospective clients.

FA-Magazine: TrueProfile Gamifies how Clients are Understood

Understanding how your clients make decisions and how they are likely to react to market fluctuations is crucial to designing plans and portfolios for them.

Info Insider: TrueProfile Brings Science to Understanding Clients

Client insights are locked inside their decisions, and TrueProfile allows advisors to analyze client decisions and is a huge leap forward in producing engaging, systematic, scaled and consistent advice.

Journal of Financial Planning: Interview with Shachar Kariv

Chief Scientist, Professor Shachar Kariv, recent chair of the Economics department at UC Berkeley, discusses the “need to bring the science of understanding the client to the same high level of the science of building portfolios.”

WealthManagement.com: Actions Speak Louder than Words

Risk-tolerance questionnaires are antiquated and inefficient. TrueProfile introduces clarity into a client’s psyche, offering diagnostic tools that can accurately determine a client’s risk-profile.

The Economist: But I Get Up Again

No employees are paid until the shutdown ends—even those who continue to slog. Therein lies one threat to the economy: reduced spending.

Ars Technica: The elite don’t hand out resources like the rest of us

Economic inequality in the US, UK, and other developed nations has drawn attention to the attitudes and behaviours of the elite, as those who are educated in the top universities are likely...

Slate: Why Income Inequality Isn’t Going Anywhere

Shachar Kariv, Chief Scientist of Capital Preferences, LTD, shows that "even when they self-identify as progressive Democrats, 'elite' Americans value equality less highly than their middle-class compatriots."

Money Management: Current risk profiling fails clients

We met with Jason Spits to discuss the current climate of investor risk profiling, and the risks associated with the wide-spread methods used today.

The Atlantic: How Government Workers Pinch Pennies During Shutdowns

Shachar Kariv's research on consumption smoothing by government workers during the 2013 shutdown has been discussed by Gillian B. White in The Atlantic.

Bloomberg View: Chicago? M.I.T.? Nope, Berkeley’s on Top

Chief Scientist, Professor Shachar Kariv, the recent chair of the Economics department at UC Berkeley - recently named as the top Economics department in the world.

PLANSPONSOR: Behavioral Finance Q&A with Shachar Kariv – Part 2

Shachar Kariv was recently interviewed by John Manganaro at Plan Sponsor regarding his research in Behavioral Finance, Q&A with Shachar Kariv – Part 2

PLANSPONSOR: Behavioral Finance Q&A with Shachar Kariv – Part 1

Shachar Kariv was recently interviewed by John Manganaro at Plan Sponsor regarding his research in Behavioral Finance, Q&A with Shachar Kariv – Part 1

Financial Standard: Berkeley scientist develops game for advice clients

We met with Mark Smith of the Financial Standard to discuss what Capital Preferences is developing, and how this improves upon existing methods.

International Banker: Setting the Groundwork for Better Measures of Financial Risk Tolerance

Professor Shachar Kariv was recently published by the International Banker on his groundbreaking developments in Setting the Groundwork for Better Measures of Financial Risk Tolerance.