Often, adviser biases are more important than client biases
Jason Komadina | MLC Asset Management | 13 October 2021 | 0.50 CE
As investors themselves, advisers can suffer from the very biases they attempt to combat within their clients. However, these traditional behavioural finance biases manifest in ways unique to advisers. By failing to account for those biases in the design and implementation of investment solutions, advisers risk the delivery of optimal client outcomes and deepening relationships.
Presentation (32 mins) | Slides
ABOUT THE AUTHOR
Jason Komadina is Director - Managed Accounts at MLC Asset Management (Sydney).
