Behavioural biases affect more than just individual investors
“The [new] book [The Illusion of Rationality by German neuropsychologist Philipp Sterzer] itself is quite general in nature, but the neuropsychological approach applies directly and powerfully to the financial and economic context, and has certainly enriched my own understanding of what I have studied, taught and experienced over the years. After all, if the question Sterzer raises is even partly correct, this affects financial matters radically: ‘Are we all crazy?’”
Behavioural biases affect more than just individual investors (Brian Bloch)
The client experience
Are personalised portfolios always the best thing for clients? (Scott MacKillop)
Why it’s important to improve multigenerational financial literacy (Lindsay Robinson)
Many of Generation Z have already started to invest (Ellesheva Kissin)
The advisory profession
The Consumer Duty will likely lead to an increase in client numbers (Darius McQuaid)
A look at what sets the fastest-growing advisory firms apart (Michael S. Fischer, Katie Rass)
Is choice a blessing or a curse for active fund returns? (Mark Northway)
Work and business
It’s harder and harder for workers to have a “plan B” (Megan Carnegie)
Are businesses distracted by the hype around AI? (Eric Siegel)
Invest in the systems that underpin your business (Paul Barrett)
Adviser marketing
Market your business by giving away your secrets (Dan Solin)
Five prospecting tips to consider (Matt Oechsli)
Do your clients know you value them? (Tony Vidler)
CONTENT FOR ADVICE FIRMS
Through our partners at Regis Media, TEBI provides a wide range of high-quality content for financial advice and planning firms. The material is designed to help educate clients and to engage with prospects.
As well as exclusive content, we also offer a wide range of pre-produced videos which explain how investing works and the valuable role that a good financial adviser can play.
If you would like to find out more, why not visit the Regis Media website and YouTube channel? If you have any specific enquiries, email Robin Powell, who will be happy to help you.