Behavioural finance

How to explain the value of advice

This episode is stacked with surprising statistics, as well as fascinating insights into the 4 types of client personas, the ‘three Cs’ of client values and insights into how you can customise your service offering to suit different types of clients. With such a huge amount of valuable information, you may want to take notes on this episode!

01 May 2020 | Alva Devoy
Nowhere more so than in the world of investment

Nowhere more so than in the world of investment

Even on April Fools Day, we like to think that  we’re pretty worldly-wise. But there's plenty of fake news and myths peddled as the truth. And maybe nowhere more so than in the world of investment...

01 April 2019 | Tom Stevenson
The face of fear?

The face of fear?

Knowing how you and others react to extreme situations might seem remote from the world of investment, but could have a lot to do with what separates the great investors from the rest of us.

11 September 2018 | Fidelity International
When what you see is all there is

When what you see is all there is

Forming conclusions based on limited data helps us to process things quickly in a complex world however these shortcuts can lead us astray… 

13 June 2018 | Fidelity International
Overconfidence

Overconfidence

‘Overconfidence’ becomes particularly prevalent in bull markets and periods of sustained stability. So how can investors avoid the pitfalls? 

26 March 2018 | Fidelity International
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