 Simon Russell Director, Behavioural Finance Australia Russell is the founder and director of Behavioural Finance Australia. He provides specialist behavioural finance training and consultancy services to financial advisers, fund managers and major superannuation funds. His most recent book, Behavioural finance: a guide for financial advisers, is intended to help financial advisers prepare for the behavioural-finance-related components of the FASEA exam, and improve their client engagement skills.
SIMON RUSSELL | FRIDAY, 13 JAN 2023 For those who never saw the film Don't Look Up, it is a movie about how the human race responds when they discover that a large comet is on a collision course with Earth. One interesting aspect about the movie was how it dealt with risk and uncertainty ... Read more SIMON RUSSELL | FRIDAY, 7 MAY 2021 While most would agree that getting good client feedback is desirable, it can be difficult for a financial adviser to know what their clients actually think. Read more SIMON RUSSELL | THURSDAY, 13 AUG 2020 The product design and distribution obligations are the latest attempt to remedy poor consumer outcomes. Broadly, the new obligations require that products are distributed to consumers for whom they are suited. The obligations will apply to a range ... Read more SIMON RUSSELL | WEDNESDAY, 25 MAR 2020 My most popular behavioural finance workshop series have been on negotiations. The participants in these workshops were typically teams of private equity investors and venture capitalists, or corporate mergers and acquisitions teams. Read more PAGE: 1 |
Latest News
NCAs unlikely to solve retirement advice gap: HUB24, CFS
|HUB24 and Colonial First State (CFS) say the New Class of Advisers (NCA) will unlikely solve the retirement advice gap Australians face, noting the focus needs to be on helping reduce friction for those with complex advice needs.
Advised cover faces claims data test
Group superannuation insurance appears to outperform individual advised cover on some claim's measures, raising questions about the value of advice when it comes to protecting clients against disability.
ASIC stalls Sequoia bid to ditch cross guarantee deed
ASIC is again putting up roadblocks to Sequoia Financial Group's attempt to revoke the deed of cross guarantee with InterPrac Financial Planning, asking more questions and requesting more information before the group rids itself of all liabilities arising from the Shield and First Guardian disaster.
Praemium's new leadership toughens earnings yardstick
Praemium's new leadership will be keeping a close eye on costs, with new chief executive Denis Orrock noting he will make sure the technology upgrade underway translates into stronger earnings and better returns for shareholders.
Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
What America's $1 trillion direct indexing boom tells us about the evolution of MAs
What Australia can learn from direct indexing, a tax-efficient form of managed accounts utilised in the US.
Stonepoint is another lesson in fund governance and investor protection
The demise of the Stonepoint Capital Fund may have gone under the radar for many, but proves an important point for independent governance when examined.
