733 results found

Retirement village contracts have their pros and cons. The contracts are really a type of complex insurance or financial product. Comparison shopping is very difficult but possible.

Timothy Kyng | 0.50 CE

For the first time in a decade, bonds can compete against equities on returns. High quality, investment grade corporate bonds can deliver mid-single digit returns for a third of the volatility of equities.

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.

More than one third of Australians think there is widespread corruption in the banking and finance sector.

Rebecca Huntley | 0.25 CE

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 | 0.50 CE

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 | 1.50 CE

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 | 1.00 CE

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 | 0.50 CE

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 | 1.50 CE

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 | 0.50 CE

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 | 0.50 CE

Behavioral diagnostics represent the cutting edge in understanding clients, detecting what clients reveal about themselves through their decisions.

Pat Spenner | 1.00 CE

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 | 0.75 CE

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 | 0.50 CE

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

Nikki Thomas | 0.50 CE

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

Peter Brooke | 0.50 CE

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 | 0.50 CE

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 | 0.50 CE

Emerging markets are full of undiscovered opportunities and hope. Assuming failure may seem a counter-intuitive way to invest, but it is an effective way to avoid behavioural biases.

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 | 0.75 CE