How financial decision-making evolves over time

“Financial decision-making requires a combination of reasoning skills that differ by age. Those in their 20s are better at absorbing and processing new information and computing numbers—so-called fluid intelligence—but don’t have as much life experience or crystallised intelligence—the accumulation of facts and knowledge. Crystallised intelligence tends to improve with age.”

How financial decision-making evolves as people get older (Clare Ansberry)

The client experience

Retirement set to get more difficult for British retirees (Simoney Kyriakou)

You probably need less money than you think for retirement (Ben Carlson)

Where are investors searching for help and advice? (Holly Deaton)

The advisory profession

The advice profession, from a perspective of experience (Amanda Newman Smith)

What needs to be better about financial services? (Emma Napier)

A happy adviser is a well-performing adviser (Jacqueline Sergeant)

Work and business

What is behind the rise of “imposter syndrome”? (Adam White)

Career advice for a post-AI world (Hibaq Farah, Tom Ambrose)

How can people be happier at work? (Arthur C. Brooks)

Adviser marketing

How do you engage with your prospective clients? (Bill Cates)

Do’s and don’ts for using AI in your marketing efforts (Jodi Harris)

Differentiation will become more crucial as more brands adopt AI strategies (Mark Ritson)

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.