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Finology Summit 2016 is THE behavioural finance (and much, much more) masterclass of the year. Our 2016 program featured a stellar lineup of international and local finology experts leading workshops on finology issues in the giving and receiving of quality investment advice.

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The conventional tactics of asking questions to gain trust during client meetings are based on faulty and outdated assumptions.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

Research in finology, neurology and psychology consistently reveal that our decisions are disrupted by an array of biases and irrationalities. Merely being aware of these shortcomings doesn’t fix the problem. The real question is ‘how can we do better?’

In our society, it’s critical that every individual has a clear perspective about money, and the role that it plays in their present and future well-being. But money means different things to different people.