Behavioural Finance
Psychometric questionnaires: How do they really profile your client’s attitude to investment risk?
Louis Williams – Head of Psychology & Behavioural Insights at Dynamic Planner – analyses the risk profiling process, from start to finish, for your clients. He considers: why are risk profiling questionnaires psychometric? What does psychometric mean? What are the alternatives for financial advice firms? What are the pitfalls to avoid? And how did Dynamic […]
Ben Goss – Behavioural finance and big data
Behavioural finance and big data – how our new Knowledge Transfer Partnership will help ensure suitable investments and advice for all We are living through the 4th industrial revolution and the related revolution in behavioural science. Over the coming years there is not a profession that will be untouched by the combination of big data […]
Dynamic Planner launch government sponsored behavioural science initiative
Dynamic Planner and Henley Business School launch cutting edge government-sponsored behavioural science initiative Aims to help the industry better understand investor attitude to financial risk and improve investor outcomes by preventing detrimental actions Government-supported work will future proof the investment industry 19 September 2019: Dynamic Planner and Henley Business School* are set to embark on […]