Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 21 - 30 of 48 results for "Behavioural finance"

FASEA issues adviser exam proposals

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JUL 2018
... markets (30%), and the FASEA code of ethics (15%). It will also test advisers' competency in elements of behavioural finance such as client and consumer behaviour, engagement and decision-making (10%), as well as applied ethical and professional ...

FASEA standards still lacking: FPA

ALEX BURKE  |  THURSDAY, 5 APR 2018
... field, the completion of a bridging course of eight units covering topics including the Corporations Act and behavioural finance will be required. FASEA said the full content for advisers with no current degree will be confirmed by the end of 2018, though ...

FASEA releases draft degree equivalence, Code of Ethics

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... field, the completion of a bridging course of eight units covering topics including the Corporations Act and behavioural finance will be required. FASEA said the full content for advisers with no current degree will be confirmed by the end of 2018, though ...

Default retirement products not good enough: Milliman

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... sets," Gebler said. Achieving this will require the combination of actuarial, big data, investment management, behavioural finance and communications skills, backed by technology and platforms enabling cohort segmentation analysis and the delivery of ...

Franklin Templeton launches adviser education tool

KARREN VERGARA  |  MONDAY, 27 MAR 2017
... understanding hedge strategies training course; Australian fixed income market perspective videos and courses on behavioural finance. The academy was launched in 2005 in Asia and expanded to Europe and the Americas.

The era of the retirement consultant

JAMIE WILLIAMSON  |  MONDAY, 9 JAN 2017
... consultant is described as holding a blend of skills encompassing actuarial, data science, investment management, behavioural finance and communications, and digital competence. Gebler, a financial risk management consultant, believes large and important ...

Kaplan and SMSFA launch postgrad qualification

DARREN SNYDER  |  TUESDAY, 22 MAR 2016
... delivered in partnership with the SMSF Association. As part of the qualification, individuals will explore behavioural finance to better understand investment decision-making, as well as develop specialist knowledge and best practices when guiding trustees ...

PC to lead another inquiry into super

ALEX DUNNIN  |  THURSDAY, 18 FEB 2016
... members; and whether the system encourages optimal consumer behaviour (ie makes best use of what we know about behavioural finance). The PC has been asked to pay special attention to competition structures in the superannuation industry, its regulation ...

Member engagement a danger to super savings

LAURA MILLAN  |  THURSDAY, 23 JUL 2015
... it's a waste of time," he said, and explained that members' real interests are retiring and having a pension. Behavioural finance shows that "as humans, we tend to focus on overconfidence as opposed to bad parts; and the bad part is often so visceral ...

Finology expert to address AFA roadshow

DARREN SNYDER  |  FRIDAY, 12 JUN 2015
... years' experience working with financial institutions and insurance companies on issues such as finology and behavioural finance. Lazenby has also worked with the US Federal Reserve, as well as Fortune 100 executives and global financial services firms. ...