1. Segment retirement expenses to create retirement buckets

    Retirement bucket strategies tie specific expenses to specific portfolios. But looking at categories of spending doesn't necessarily work. A better approach is to segment spending within each category.

    Michael Kitces | 13-06-19 | More
  2. Fund brands and trust

    A new study shows that retirement savers demonstrate a strong preference for trusted managed fund brands over unbranded funds - but unbranded funds are strongly favoured over poorly trusted fund brands.

    Susan Thorp | 31-05-19 | 0.50 CE | More
  3. 2019 Investment Research Workshop - resources

    The Investment Management Research Workshop 2019 showcased contemporary academic research that is relevant to investment management.

    22-05-19 | 11 comments | More
  4. 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
  5. 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
  6. Applying language research to real life conversations

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

    Gary DeMoss | 21-02-19 | 1.50 CE | More
  7. 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
  8. Family matters - clients' family business is your business

    Individuals live as part of a broader system of interconnected networks and relationships. There are advantages - for you and for them - in thinking about the client as part of a family dynamic.

    Joanne Earl | 21-02-19 | 1.00 CE | More
  9. 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
  10. Applying behavioural finance in practice

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 1.50 CE | More
  11. 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
  12. 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
  13. Applying behavioural finance in practice - part 2

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 0.75 CE | More
  14. Portfolio design must evolve for the industry to survive

    It is time to align client portfolios with risks they face - requiring a deep understanding and evidence-based approach to uncovering and forecasting client goals.

    Wade Matterson | 20-02-19 | 0.50 CE | More
  15. 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
  16. ‘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
  17. 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
  18. 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
  19. 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
  20. Behavioural finance competence is a must to Know Your Product

    We must fully understand a fund’s performance to achieve best practice portfolio construction and recommend client solutions that truly reflect their investment beliefs and avoid unwanted biases.

    Michael Furey | 20-02-19 | 0.50 CE | More
  21. Applying behavioural finance in practice - part 1

    Helping clients is about more than just educating them as to the right decision, it's also about helping them to actually take action.

    Michael Kitces | 20-02-19 | 0.75 CE | More
  22. Personality can reveal what clients want and how they want it

    The Big Five personality traits offer insights into the behavioural headwinds (or tailwinds) clients might encounter in achieving their financial goals, and the most effective way of dispensing advice to them.

    Herman Brodie | 20-02-19 | 1.00 CE | More
  23. 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
  24. 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