“So long as an opinion is strongly rooted in the feelings, it gains rather than loses stability by having a…

It is a truth universally acknowledged, that a financial services provider in possession of good, honest monetary advice, must be…

Loading… An exploration of robo-advice and behavioural bias. For those who are unfamiliar, robo-advisers are digital platforms that provide automated,…

Frustration, frustration, frustration. This isn’t Phil and Kirstie’s new pandemic era reality TV show (though if you’re reading, Kirstie and…

“Losses loom larger than gains.” Before you ask: no, this isn’t what I say to myself when I consider “just…

Wi-Ai has reached a “verdict” on recency bias. Recency bias is one of many cognitive biases that affect investors and…

Wi-Ai and the powerful need to feel “understood” If you’re a director or senior manager at a financial services company…

“The first rule of the Dunning-Kruger club is you don’t know you’re a member of the Dunning-Kruger club.” These are…

Wi-Ai and the over-conscientious or “Yes, it is really about you Karen (or Kevin)” One of the traps we readily…

Wi-Ai and Suspicion If you work in the financial services industry, you know that what you say may be received…

Wi-Ai, Frustration and Persistency If you are a director or senior manager of a financial services business, such as a…

“You would say that, wouldn’t you? In 1963 a quick-witted teenage girl, Mandy Rice-Davies, catapulted herself into the public imagination…

Human curiosity/vanity about understanding “what makes me tick” means that clients value and enjoy tools which are “all about me”…

Your painful problem Behavioural finance biases are a problem for financial services providers, financial adviser networks, robo-advisers and others as…