BeFi - Investment Decision-Making:  Lecture 11 - Is active trust-building ethical?

Herman Brodie  |  Prospecta  |  0.50 CE


Advisers, not clients, are responsible for the creation of a high-trust relationships. And such relationships do bring advantages for both parties. But when does interpersonal trust building become selfish manipulation?

Part of the Finology short course, Behavioural Finance - Investment Decision-Making, this lecture reviews the ethical limits to advisers’ actions to build and maintain trust with clients.

Topics include:

  • how one can better convey benevolent intentions to clients using objective measures of competence judgements and the inputs...

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