114 results found

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...

Moshe Milevsky | 1.00 CE

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

Strong winds of change are blowing - we appear to be entering a new age of populist and economic nationalism. What does it all mean for the outlook for the markets?

Regulatory tailwinds, fee pressure, unbridled experimentation around the delivery of advice - it's a steady stream of disruption. Ironically, technology is both our poison and antidote.

Stig Nybo | 0.50 CE

Practitioners need to move away from a focus on simple performance towards holistic client management. The industry needs to change, rebuilding trust with better diversity and transparency.

People vary tremendously in their impatience. For many, it is a real struggle to take the long view. New research shows how to identify and manage financial impatience.

It is easy to assume that leadership (or a lack thereof) only occurs in upper level, high status positions. The long and short of this premise needs to be scrutinised. We must recalibrate our thinking.

Investing is supposed to be about the incremental replacement of human capital with financial capital over the long term. But today's environment and our behavioural biases conspire against such a pure case.

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 2 comments | 1.00 CE

Delegates determined their key takeouts from the day's program, and actions to take to further improve the way they relate with individual investors - and/or help others who must do so.

The conventional tactics of asking questions to gain trust during client meetings are based on faulty and outdated assumptions. Five conversational recipes are needed to achieve a trust trifecta.

Use clients' choices to recover both their true preferences and their financial sophistication and the impact of complexity on client decision-making.

State Street's 2015 Retirement Survey interviewed 1200 Australians, to understand the psychology of Australian retirees and the opportunity to engage and boost confidence.

It's a sad fact that not everyone adjusts well to retirement. It's estimated that about one third of retirees have problems adapting after leaving full time work. So why do some people fail to adapt? A Dynamic Resource Model provides a potential solution.

Joanne Earl | 1.00 CE