Loss Aversion is a common bias experienced by investors. It’s a cognitive bias that clients can experience whereby they feel…

And the next bias-based challenge that a Financial Adviser may come across… Optimism Bias The clue is in the name!…

Another bias-based challenge that a Financial Adviser may come across… Anchoring Bias But what is it and how can it…

If you are a Financial Adviser, perhaps the following scenario resonates with you. You are a Financial Adviser in the…

Picture this You are a Financial Adviser meeting with your client to provide them with a financial recommendation. Inevitably, these…

According to recent research the UK lags behind other comparable countries when it comes to financial literacy, ranking 15th out…

Calling all Financial Advisers! What if we told you that you can easily access a software tool that allows you…

Knowledge is power! Before making any decisions in life, having as much knowledge and information to hand as is reasonably…

At the end of 2021 the FCA carried out a consultation that took on board feedback and engagement with industry…

Recency bias is a cognitive bias. It’s when a person has a tendency to overemphasize the importance of recent events…

As a Financial Advisor you are required to obtain details of your client’s financial position and “soft facts” (e.g. about…

Teaching money management – start them young. Unfortunately, basic money management skills are still not widely taught to children in…

Don’t forget that our Alex and Zoe series is now live on YouTube! Follow Alex and Zoe, managers in a…

Have you ever experienced this? A person with decision fatigue may experience anything from brain fog, tiredness to irritability. When…

When it comes to decision-making, Optimism Bias can play a huge part. Yet having a tendency towards this bias doesn’t…