 Simon Russell Director, Behavioural Finance Australia (at time of writing) 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 |
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Cover Story
Passing the baton
LIAM ROCHE
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
ADVICE ASSOCIATE
EUREKA WHITTAKER MACNAUGHT PTY LTD
Liam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional Year, the advice associate at Eureka Whittaker Macnaught tells Karren Vergara how a new breed of advisers is flying the flag.
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