1. Move over risk/return profiles - values define clients' needs

    Only by making the effort to understand and align investment beliefs with values can we get a sharper understanding of our clients' true objectives and provide solutions that will really meet their needs.

    Tassos Stassopoulos | 21-02-19 | 0.50 CE | More
  2. The subtleties of communication are the most influential

    The subtle channels can be so powerful that they communicate information without us knowing it. Body Linguistics, EQ and awareness are the keys to understanding others.

    Yvette Alcott | 21-02-19 | 0.50 CE | More
  3. Applying language research to real life conversations

    Practitioners need to know what words to use, what words to lose - and be able to apply that knowledge - to improve their conversations with clients about fees, regulations and new investment strategies.

    Gary DeMoss | 21-02-19 | 1.50 CE | More
  4. Beliefs, biases and behaviours drive retirement solutions

    A myriad of factors - psychological, emotional, cognitive and behavioural - impact a client’s financial independence during decumulation, demanding different investment solutions.

    Robert DeChellis | 21-02-19 | 0.50 CE | More
  5. The Big Five: A new path to improving client service

    There is scientific consensus that five major personality traits explain much of the behavioural differences between individuals - linking to financial outcomes, and preferences for advice.

    Herman Brodie | 21-02-19 | 0.50 CE | More
  6. New Word Order - It's not what you say, it's what they hear

    The way investors respond to the language of financial services can be influenced by using the right words, avoiding others, and structuring messages to overcome skepticism.

    Gary DeMoss | 20-02-19 | 0.50 CE | More
  7. Investing beliefs, biases & behaviours - where to from here?

    This panel, which considered key takeouts from Finology Summit 2019, commenced with an overview of a 2018 global study on how well financial advisers know their clients.

    Expert Panel | 20-02-19 | 0.50 CE | More
  8. Portfolio design must evolve for the industry to survive

    It is time to align client portfolios with the risks they face, founded in a language they understand. This requires a deep understanding and evidence-based approach to uncovering and forecasting client goals.

    Wade Matterson | 20-02-19 | 0.50 CE | More
  9. You can capture returns by understanding human biases

    Persistent earnings revisions ultimately drive share price performance. Understanding and capturing this predictable pattern enhances portfolio returns.

    Nikki Thomas | 20-02-19 | 0.50 CE | More
  10. ‘The trend is your friend’ psychology is driving AU equities

    There is evidence to suggest that biases lead to behaviours that can negatively impact Australian investor portfolios.

    Peter Brooke | 20-02-19 | 0.50 CE | More
  11. Simplification is not always in your clients' best interest

    The complexity of multiple and often conflicting investment objectives is matched by an increased desire to simplify - giving way to some dangerous misinformation.

    Rudi Minbatiwala | 20-02-19 | 0.50 CE | More
  12. Cohesion is critical to investment management success

    Stars are celebrated yet funds management is a team pursuit. Behavioural finance tends to focus on individuals' biases, but teams' behaviour determines results.

    Douglas Isles | 20-02-19 | 0.50 CE | More
  13. Five industry trends are reshaping financial advice

    Every financial adviser has access to the same products and portfolios – we must differentiate our advice value and specialisation, innovate new business models, and focus on the client experience.

    Michael Kitces | 20-02-19 | 0.75 CE | More
  14. The heat is on - where investing meets investors

    Human beliefs, biases and behaviours are central to the behaviour of financial markets, causing financial and economic instability to persist.

    Pippa Malmgren | 20-02-19 | 0.50 CE | 1 comment | More
  15. 2019 Finology Summit - program & prep

    Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The blended live and online learning program features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas - on the relationships between people and money, behavioural economics and behaviour change - and how people's different beliefs, biases and behaviours about investing, impact investment markets and influence portfolio construction philosophy and practices.

    16-02-19 | More