behavioural finance

‘Clients overlook major sources of value from advisers’

Automation will play an increasing role in tackling cognitive biases

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

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

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

‘Coaching should be core training for every single adviser’

Advisers, business owners and paraplanners share their thoughts

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.

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

PA360 takes place on 7 October