ANALYSIS: Performance benchmarking potentially provides both clients and advisors immediate feedback on whether having fun is actually worthwhile.
ANALYSIS: Investing can confer psychological rewards as well as intellectual (and hopefully, financial) satisfaction.
ANALYSIS: The problem is that consumers are in no position to understand whether they have been treated fairly.
ANALYSIS: Examining the questionnaire to ascertain appropriateness, and whether that affected survey outcome.
ANALYSIS: When it comes to the investment management component of financial services, most people don’t have much of a clue as to whether they have been treated fairly or not.
ANALYSIS: We need an appreciation of the key factors influencing consumers’ perceptions of fairness in retail financial services.
ANALYSIS: How to invest to make a difference without getting robbed by the finance sector: donate to organisations supporting environmental issues.
ANALYSIS: ESG is a gold mine for fund managers in that it allows them to differentiate their product for a higher price.
ANALYSIS: Hersh Shefrin has long argued that markets aren’t efficient, simply because investment decisions are made by humans who are influenced by emotions such as greed and fear.
ANALYSIS: Assessing the income and associated terminal sum required to fund Massey University’s upmarket ‘choices’ retirement alternative.