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About the Author

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.

Articles Published

How advisers can obtain genuine client feedback
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. Clients could feel uncomfortable giving direct ...  ...
Behavioural finance and DDO
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 ...
Using anchoring in negotiations
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 ...  ...

Latest News

ASIC prepares advisers for DDO

KARREN VERGARA  |   12:32PM
ASIC is urging financial advisers to be well prepared for the new Design and Distribution Obligations regime, warning that there should be no surprises when it kicks into gear on October 5.

William Buck merges with sixth firm

KARREN VERGARA
A Melbourne-based advisory firm has merged with William Buck as the latter continues its aggressive expansion strategy.

DDO nil-reporting rule scrapped

KARREN VERGARA
In a win for financial advisers, the Design and Distribution Obligations (DDO) regime will scrap the nil-reporting rule.

Advisers embrace technology, lack budget

KARREN VERGARA
Financial advisers have dramatically relied on technology over the last 18 months yet are unwilling to increase their budget to improve the clients' digital experience, new research finds.

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