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About the Author

Simon Russell
Director, Behavioural Finance Australia (at time of writing)

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

iFactFind launches

KARREN VERGARA
The new cloud-based fact-find solution that aims to provide a more dynamic financial advice process has launched.

FPA to manage $1.5m scholarship mandate

KARREN VERGARA
The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships.

Licensee to acquire Sentry Group

KARREN VERGARA
An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books.

Advisers win annual renew law relief

KARREN VERGARA
The federal government will introduce a carve out to help financial advisers to meet their ongoing fee disclosure obligations.

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD
The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.
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