Tag: behavioural finance

Financial advisers often make unintentional mistakes that can damage client relationships and trust, according to recent research by Morningstar.

Dramatic market events aren’t the problem for client portfolios, but the way clients react to them can be. Once New York adviser Jonathan Blau started shaping this realisation around his advice delivery process, things changed in a big way.

The last thing an adviser wants is for their client to be sitting in front of another adviser in 12 months, explaining how their last adviser didn’t understand them. But what are advisers doing to prevent it?

The Australian Labor Party’s 2019 election campaign showed a depth and breadth of economic policies rare for an opposition party to present. Its policy agenda was boldly extensive. But in developing these policies over the past five years, it seems Labor’s economic minds overlooked some fundamental principles of behavioural economics.