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Showing 11 - 20 of 50 results for "Behavioural finance"

FASEA approves two degrees

KARREN VERGARA  |  MONDAY, 17 MAY 2021
... courses offered by AIM: financial advice regulatory and legal obligations; ethics for professional advisers; and behavioural finance. The courses will be added to a future degree, qualifications and courses legislative instrument. "The approval of these ...

Tech, behavioural science to engage clients

ANNABELLE DICKSON  |  WEDNESDAY, 14 APR 2021
... use technology and behavioural tools to assist clients in making better financial decisions, according to behavioural finance experts. Oxford Risk said blending technology and behavioural science leads to a comprehensive suitable approach that recognises ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... lead to long term losses, but diagnostic tools for financial advisers may solve the problem, according to a behavioural finance expert. Oxford Risk said investors in Australia and elsewhere around the world make investment decisions for emotional comfort ...

Pessimism strikes Australia, US optimistic

ELIZA BAVIN  |  WEDNESDAY, 17 JUN 2020
... Natixis' Centre for Investor Insight said the market downturn, and expected recovery, serves as a lesson in behavioural finance, even if learned through real losses. "Investors got a glimpse of what risk looks like again, and it's a teachable moment," ...

Behavioural tools to limit losses, fear

ALLY SELBY  |  THURSDAY, 14 MAY 2020
... can help financial advisers limit the fear, anxiety and grief that they and their clients may be feeling. Behavioural finance provides us with the tools to curb emotionally driven money moves, allowing both advisers and their clients alike to better ...

Chief economist update: Easing does it (again)

BENJAMIN ONG  |  TUESDAY, 12 MAY 2020
... situation in which stock prices rise by 20%, usually after a drop of 20% (Investopedia) - which, according to behavioural finance, engenders optimism, encouraging even more stock purchases or, in today's world, FOMO (fear of missing out). This optimism ...

Industry fund sees boost in additional contributions

JAMIE WILLIAMSON  |  SUNDAY, 3 FEB 2019
A behavioural finance program offered by a $9.6 billion industry fund has seen a rise in the number of members making additional contributions to their superannuation. The 'Save more later' initiative from Vision Super is based on the concept ...

FASEA releases draft degree requirement legislation

JAMIE WILLIAMSON  |  WEDNESDAY, 21 NOV 2018
... existing advisers for the eight subject graduate diploma as well as bridging courses on the Corporations Act and behavioural finance, client and consumer behaviour. New entrants may also receive RPL for the new entrant pathway as per the policies of ...

FASEA clarifies adviser exam rules

DARREN SNYDER  |  MONDAY, 19 NOV 2018
... AQF8 Graduate Diploma once approved by FASEA. Advisers will be able to seek RPL for the Corporations Act and Behavioural Finance Client and Consumer Behaviour bridging courses. There will be no RPL available for the newly created Code of Ethics bridging ...

Chief economist update: Buy the dip or sell the rallies?

BENJAMIN ONG  |  TUESDAY, 13 NOV 2018
... and the week before - when US equities rebounded. So why now and not then? The simple explanation lies in behavioural finance. Just as investors buy the dips, they also sell on rallies. We all know the psychology behind this. Investor misses out on buying ...