6 results found

These two research papers present insights into how advisers can better assess and guide how clients think about and structure goals - including savings goals.

Rob Hamshar | 2 comments | 1.00 CE

Humans categorise and form stories about their world - including their financial lives. Two recent papers emphasise the implications of mental accounting, particularly for any investment professional in a client-facing role.

Rob Hamshar | 1.00 CE

Two research papers exploring regret can help us improve how investment decision-making and outcomes are framed with clients and offer deeper insight into clients' personal and financial goals and priorities.

Rob Hamshar | 1.00 CE

The endowment effect is the tendency for people who own a good to value it more than people who do not. Its economic impact is consequential. Two recent papers offer important and very useful insights for investment professionals.

Rob Hamshar | 1.00 CE

The line between "error" and "reasonable human functioning" is remarkably vague. This Research Review focuses on a widely-cited paper that thoroughly unpacks the various concepts under the umbrella of confirmation bias.

Rob Hamshar | 1.00 CE

Memory is far from being a repository of neutral, reliable information and accounts of past events. This Research Review focuses on a seminal paper published in 1999 on "the seven sins of memory", and a recent 2019 paper on how memory errors impact investment decisions.

Rob Hamshar | 1.00 CE