According to the latest generation of behavioural finance theory, individuals seek life wellbeing. While this overarching objective is underpinned by financial wellbeing - the ability to withstand financial emergencies and save for retirement - it additionally incorporates non-financial factors such as family, friendships, religion, health, work, and education. By helping clients diversify both their investment and life portfolios, Meir contends, financial advisers can meaningfully improve the wellbeing of individuals.

Presentation  (47 mins)  |  Film...