123 results found

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 | 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 | 0.75 CE

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 | 1.00 CE

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

A recent research paper looks at the impact of "The Donald" on markets, while a second examines the impact of robo-advice on investor behaviour.

Ron Bird | 1.00 CE

Two recent research papers on investment management look firstly at the implications of overconfident managers and, secondly, at career risk associated with poor investment performance.

Ron Bird | 1.00 CE

Investors need to entirely rethink their processes, assumptions and research approach, to focus on the cultures of consumers in different markets. Only by thinking like new brands themselves, can investors identify and invest in the next powerful emerging trend.

The future is, by definition, uncertain, as are financial markets. To prosper in such an environment, we need to be emotionally agile in order to align our values and actions and, in turn, help investors achieve their financial goals.

Susan David | 0.75 CE

Two recent academic papers focus on how advice provided to investors might be distorted. The first relates to the disposition effect; the second looks at the impact compensation on advice given.

Ron Bird | 1.00 CE

Against the backdrop of legislated increases in financial adviser education, standards and ethics, finology must be seen as central to the curriculum of what financial advisers learn and how they practice, for professionalism to be complete.

Practitioners demand a trifecta from fund managers - performance, simplicity, connection. But many great investments are contrarian and uncomfortable.

Douglas Isles | 0.25 CE

“Nobody cares how much you know, until they know how much you care,” cautioned Theodore Roosevelt. This is especially true when risk is involved.

Herman Brodie | 0.25 CE

Too much of our communication with end investors is either irrelevant, unintelligible to the average investor - or worse still, both.

Tim Farrelly | 0.50 CE

Managed accounts have become increasingly popular with approximately A$40bn in assets. Prepare to ride the managed accounts tsunami or be left in its wake.

George Walker | 0.50 CE

While robo-advisors have been the big buzz as replacement humans, they’re not (and data proves it). Technology alone is not enough (otherwise everyone with a FitBit on their wrist would be healthy).

Michael Kitces | 0.50 CE

Behavioural biases - substitution, aggregation, and feedback risks, overconfidence, and limited attention and availability bias - distort money managers' perceptions and lead them to take risks they don’t see.

Terrance Odean | 0.50 CE

Government incentives may help to encourage downsizing but the decision itself may not be purely financial as recent research reveals.

Joanne Earl | 0.50 CE

Trust – the belief that those to whom we are vulnerable are both willing and able to act in our interests – is the no.1 factor in the decision to select and retain an asset manager.

Herman Brodie | 1.00 CE

The combination of man and machine - tech-augmented humans or "cyborgs" - can be more effective than either alone, posing the greatest opportunity to human financial advisers in the long run.

Michael Kitces | 0.50 CE

Three recent research papers continue to grow our understanding of how behavioural traits impact on markets. The first provides insights into Warren Buffett's success; the other two examine the markets' response to earnings information.

Ron Bird | 1.00 CE