24 results found

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.

Finology Summit is THE behavioural finance ("fin") and investment psychology ("ology") program of the year. The blended live and online learning program features an exceptional Faculty of experts from around the world. Each offers his/her best high conviction ideas - on the relationships between people and money, behavioural economics and behaviour change - and how people's different beliefs, biases and behaviours about investing, impact investment markets and influence portfolio construction philosophy and practices.