behavioural finance

Behavioural coaching a 'tough sell' among prospective clients

Your profession

Behavioural coaching a 'tough sell' among prospective clients

‘Clients overlook major sources of value from advisers’

clock 02 May 2024 • 1 min read
Behavioural investing: Helping clients manage biases

Your profession

Behavioural investing: Helping clients manage biases

Automation will play an increasing role in tackling cognitive biases

clock 15 February 2024 • 4 min read
Financial coaching vs advice: Understanding the difference

Your profession

Financial coaching vs advice: Understanding the difference

‘People still call me a financial adviser when I am a coach’

clock 07 February 2024 • 3 min read
Advisers need to help clients reach 'self-actualisation'

Your profession

Advisers need to help clients reach 'self-actualisation'

Ask the question: ‘What is important, about money, to you?'

clock 18 January 2024 • 1 min read
Canada Life to train financial advisers in behavioural psychology

Your profession

Canada Life to train financial advisers in behavioural psychology

The provider has partnered with We Are IB to create ‘HumanSense'

clock 11 January 2024 • 2 min read
'Creating a client safe space': Why adviser coaching skills are vital

Your profession

'Creating a client safe space': Why adviser coaching skills are vital

‘Coaching should be core training for every single adviser’

clock 23 November 2023 • 6 min read
Need for life coaching and behavioural finance will grow, industry says

Your profession

Need for life coaching and behavioural finance will grow, industry says

Advisers, business owners and paraplanners share their thoughts

clock 06 November 2023 • 1 min read
Industry Voice: Understanding your clients through Behavioural Investing

Investment

Industry Voice: Understanding your clients through Behavioural Investing

Learn about the principles of Behavioural Investing and how these can improve client outcomes, in this discussion between Dr. Greg Davies of Oxford Risk and Barry MacLennan CEO of Embark Investments.

clock 17 February 2023 • 1 min read
Mechanics and guides: The growing trend of dual role advisers

Your profession

Mechanics and guides: The growing trend of dual role advisers

‘We're trying to upskill every adviser to have those deeper conversations’

clock 12 December 2022 • 6 min read
Understanding the psychology behind clients' long-term thinking

Your profession

Understanding the psychology behind clients' long-term thinking

PA360 takes place on 7 October

clock 30 September 2021 • 6 min read
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'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read