Proudly sponsored by Innova
Behavioural Investing Series
In this series we deep dive into client and adviser decision making, including “Behavioural Bias” in Investment decisions, Goals-Based Investing, Values-based decision making, Client Risk Profiling and Adviser Investment Philosophies, and “Not So Modern” Portfolio Theory.
Host: Fraser Jack
Featuring: Patricia Garcia, Dr. Katherine Hunt, David Bell and Dan Miles.
Behavioural Investing Series #1
In this first episode we explore the different “Behavioural Bias” in investment decisions, from recognising them to discussing …
Behavioural Investing Series #2
In this episode we cover Goals-Based Investing, from the adviser’s discussions with clients to how fund managers can …
Behavioural Investing Series #3
In this third instalment we tackle values-based decision making, from understanding what motivates your client’s actions and behaviours …
Behavioural Investing Series #4
In this episode we discuss Risk Profiling and Advisers Investment Philosophy, including where we can start, and where …
Behavioural Investing Series #5
In this final episode rounding out the series we take on “Not So Modern” Portfolio Theory, where we …
-
Investment Podcast #21 – Australian Equities
In this episode, host James Whelan discusses the outlook for Australian equities with Christian Guerra of First Sentier …
-
AdviceTech Podcast #113 – BePrepared
In this episode, Pat speaks with Dylan O’Brien, Founder at BePrepared, a digital safe custody solution for managing …
-
#474 Bert van Manen
In this week’s episode, Clayton is joined by Chief Opposition Whip Bert van Manen. They discuss his bill …
-
Engine Room Podcast #58 – Matt Hale
Matt is the Managing Director at Rising Tide Financial Services. He and Rocksy discuss how he built his …
-
AdviceTech Podcast #112 – Advice Designer
In this episode, Pat is joined by Dipal Khatri and Aron Satchell from Advice Designer. They take a …
-
#473 Rob Goudie
Rob is a Senior Financial Advisor at Consortium Private Wealth. He and James discuss his approach to direct …
-
Engine Room Podcast #57 – Adam Morse
Adam is the Founder and Managing Director at QuarterFive Family Wealth. He and Rocksy explore his journey into …
-
AdviceTech Podcast #111 – AdviseWell
This week, Pat is joined by Clinton Cunningham, CEO at AdviseWell. They take a look at AdviseWell, the …
-
#472 Dean Holmes
Dean is a Co-Founder at The Wealth Network and Absolute Wealth Advisers. He and James discuss strategies for …
-
Investment Podcast #20 – Australian Small Caps
The last few years have seen Australian small caps underperform large caps at the index level, making them …