No Place for Unconscious Bias in Workplace

This article first appeared in Nasdaq. Every workplace must be committed to adopting an inclusive and equitable environment. It must be open to continuous learning. And be willing to directly challenge ...
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/ / Behavioral Finance

Behavioral Foundation Drives Excellence in Other Areas

As we approach the 30th anniversary of “triple bottom line,” the accounting principle that has become a corporate performance measure, it’s time to revisit and reflect. Indeed, the man who coined ...
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/ / Behavioral Finance

Behaviorally Diverse Teams and the Triple Bottom Line

This article first appeared in Nasdaq. Collectively we are learning to adjust to a new post-pandemic normal, whether we like it or not. As part of this shift, businesses can ...
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/ / Behavioral Finance

A Veteran’s Day Tribute with Brian Sulc

For the past few years, we at DNA Behavior have always acknowledged and celebrated our community of veterans on National Veterans Day. We take it to heart to honor those ...
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Investment Committee Membership: Professional Significance Isn’t Enough

– First Published on Nasdaq – Investment Committees have historically been formed based on members' professional experience. But in today's climate, would these committees stand up to the scrutiny of ...
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Maximize Employee Financial Wellness, Tailoring it Individually

– First Published on Nasdaq – How many of your employees are on sick leave as a result of financial stress? Is there a responsibility for employers to know this? ...
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Financial Advisors + ID + EI – What Does It All Mean?

It's an age-old question. How can financial advisors break through emotional barriers to help clients with their finances? In recent Identity conversations with Canon Financial Institutes Executive Director Certifications, William ...
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Can Behavioral Diversity Strengthen Financial Advice?

– First Published on Nasdaq – When financial advisors bring unique backgrounds and perspectives to the advisory process, including behavioral diversity, it can strengthen financial advice. That’s not only a ...
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Capitalize on ESG Investing Via Your Tech Stack

– First Published on Nasdaq – The 1990s introduced “the triple bottom line” as a measure of the integrity and sustainability of a business. Investors wanted to know their money ...
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