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Showing 1 - 10 of 50 results for "Behavioural finance"

Ditch cash, curb emotionally led investing: Expert

KARREN VERGARA  |  FRIDAY, 21 NOV 2025
... more to help manage clients' emotional responses when it comes to taking higher risks with their money, a behavioural finance expert said. At the Financial Advice Association Australia (FAAA) Congress in Perth this week, Greg B. Davies, the head ...

Overcoming the three-body problem in advice

JAMIE WILLIAMSON  |  FRIDAY, 1 AUG 2025
... manager John Li told the Financial Standard Advisers Big Day Out (ABDO) on the Central Coast today. Focusing on behavioural finance, Li explained that the human brain can process an average of 11 million bits of information per second. However, the conscious ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... retirement, super funds must make it a priority to promote financial literacy and education. Oxford Risk head of behavioural finance Greg Davies believes a great first step for funds could be to provide members with tools to measure and understand their ...

Wealth managers bracing for compensation claims

CASSANDRA BALDINI  |  WEDNESDAY, 15 MAR 2023
... the next five years to compensate clients for not doing enough to understand client risk suitability. The behavioural finance experts found that 77% expect regulatory change will result in the need to better understand risk tolerance and suitability. ...

In need of repair: Gender stereotypes and advice

KARREN VERGARA  |  TUESDAY, 7 MAR 2023
... a client's life journey "formed negative sub-conscious money patterns and behaviours." "This is where behavioural finance is key, to unlock those blocks and change the behavioural patterns and set the clients on a path of success," she says. Conversely ...

Millennials want financial advice: Natixis IM

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... director and country head Australia and New Zealand Louise Watson said the survey demonstrates the unique behavioural finance of millennials and the importance of developing a value proposition that is tailored to their needs. "There are some great signs ...

Advice on ageing key to future success: CFPs

JAMIE WILLIAMSON  |  THURSDAY, 7 OCT 2021
... top of the list of things to brush up on, followed by estate planning (62%), investment management (57%), behavioural finance (55%) and coaching (43%). These findings relate closely to another key finding of the survey, which is a belief that demand ...

Global firm expands into Aussie wealth management

ELIZABETH MCARTHUR  |  FRIDAY, 17 SEP 2021
A London-headquartered behavioural finance firm has announced plans to expand into the Australian wealth management sector. Oxford Risk has hired Bianca Kent as head of client and strategy, to be based in Sydney, as it enters the market. The firm builds ...

Older investors, women flock to crypto

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... trading cryptocurrency dispels misconceptions around cryptocurrency investors being risk lovers. This is because behavioural finance studies have found women to be more risk averse in their investment decisions than men," Bowler said. BTC Markets saw ...

FASEA exam pass rate drops

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... BAO7008 Financial Advice, Corporations and Commercial Law; BAO7005 Professionalism and Ethics: and BAO7007 Behavioural Finance for Financial Advisers.
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