The Big Five (Biases) - Practical steps to embed finology in your practice

Patrick Spenner and Rob Hamshar | Portfolio Construction Forum | 20 February 2020

If there's one common refrain from financial advisers about the field of finology, it's that the research and concepts are fascinating, but it's hard to know exactly how to apply them in the financial advice process. There are so many finology concepts, how does an adviser sort the most important ones to focus on? What can advisers do ...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.