Often, adviser biases are more important than client biases

Jason Komadina  |  MLC Asset Management  |  13 October 2021  |  0.50 CE

As investors themselves, advisers can suffer from the very biases they attempt to combat within their clients. However, these traditional behavioural finance biases manifest in ways unique to advisers. By failing to account for those biases in the design and implementation of investment solutions, advisers risk the delivery of optimal client outcomes and deepening relationships.

Presentation  (32 mins)  |  Slides

 

Jason Komadina

ABOUT THE AUTHOR
Jason Komadina is Director - Managed Accounts at MLC Asset Management (Sydney).

CE QUIZ (0.50 CE/CPD hou...

Not yet a Member? It’s quick and free to join. Already a member? Please log in.

What's new with our live and on-demand continuing education, accreditation and certification programs.

Led by behavioural finance expert, Herman Brodie, the Behavioural Finance - Investment Decision-Making course will help you identify, analyse and evaluate the principal human preferences that influence decision-making in situations of uncertainty, so you can recognise and identify these preferences in others, to improve investment decision-making.