Investing beliefs, biases & behaviours - where to from here?

Expert Panel | 20 February 2019 | 0.50 CE

This panel considered key takeouts from Finology Summit 2019. It commenced with an overview of the key findings of a 2018 global study on how well financial advisers know their clients. The study - The State of Client Understanding - found financial advisers are using deeper client knowledge to blaze new trails in creating value for their clients in three key ways - by provoking clients; focusing on niches; and, engaging ...