106 results found

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

While some still firmly believe that values and ethics have no part to play in investing, the tide is turning. Values play a vital role in investment and business decisions - and, increasingly, investors care about more than just financial returns.

Portfolio insurance - invented over 40 years ago - has experienced the renaissance that it very much deserves. Trend (momentum) investing dates back over 40 years, too - the success of which is traced back in this paper to over 100 years.

Ron Bird | 1.00 CE

Two recent studies provide evidence that issues unrelated to the fundamental operation of a firm impact their market valuation.

Ron Bird | 1.00 CE

While some still firmly believe that ethics has nothing to do with investment, the tide is turning. Increasingly, clients are demanding ethical portfolios.

Clare Payne | 0.25 CE

Managers must both develop and implement an investment process - but we seem to be determined to deny them recognition for the former and to judge their performance on the latter.

Ron Bird | 0.50 CE

Game theory, econometrics and distributed computing power can reveal a client's true preferences for risk, loss, uncertainty, time and goals – with scientific precision and in terms that clients can understand.

Two recent studies shed light on retirement income planning. One proposes a framework to avoid the pitfalls of shortfall probabilities. The other finds biological age impacts spending rates.

Will Jackson | 1.00 CE

Observing how a client makes financial trade-offs can provide a more accurate measure of their risk preferences than if we ask questions about what they think they would do.

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Joanne Earl | 1.00 CE

It is time to properly account for risk characteristics of client’s most valuable asset - their human capital. This isn’t easy to implement and places practitioners in a difficult situation...

The key to influencing investors is to have the right mindset, build the right skillset and apply the right toolset.

A formal, written spending policy can help investors focus on what's really important - will they meet their goals?

Tim Farrelly | 0.25 CE

This workshop will help you develop a clear, communicable, logical and understandable investment philosophy, deciding what's important and what's not.

Clients benefit from understanding the investment journey. Having prepared responses to scenarios improves the chance of success.

Our panel discusses the steady stream of disruption around the delivery of financial advice.

Panel | 0.25 CE

Can clients easily change their behaviour? The theory of planned behaviour can help to promote real change and convert intentions into outcomes.

Joanne Earl | 1.00 CE

The key trait for relating to investors in the future will be the one skill that our brains are not programmed to receive from a computer - empathy.

Michael Kitces | 0.50 CE