Communication includes all verbal and written content between investors and the money management industry
Marketing luxury advice
28 October, 2021
Private wealth caters to high net worth individuals, who are also consumers of luxury goods and services. So is private wealth/banking a luxury service? Does the private wealth industry use luxury marketing techniques and do they work? We explore. Defining luxury services Defining luxury services should be easy – ‘turns out it’s not. Apparently, the
- Published in Marketing
Making information flow more efficient
30 March, 2020
Finance is the nervous system of the world. However, many parts of the finance industry are inefficient, which has significant repercussions. The world gets major mood swings, at times throwing up excesses. I believe we could alleviate some of the symptoms by making some information more transparent so that it travels more efficiently. Let me
- Published in 3_Communication
The value of dumb questions
24 April, 2017
Being an outsider, as I have been for most of my life, brings with it a feeling of inadequacy. To hide this feeling, I did what many others do – I would preface questions with ‘Hey, I am new here….may I ask a dumb question?’ Today, I care less about what people think of me,
- Published in 3_Communication
Consumer protection takes more than transparency
30 September, 2016
The principles of transparency and disclosure are visible everywhere from fast-food menus to financial regulation. But if lawmakers don’t consider the behavior of both markets and consumers, better information may not translate to smarter shoppers.
- Published in Behavioural Finance
Lost money? Re-invest!
03 June, 2016
Investors sometimes play a psychological trick on themselves when they lose money, research suggests—and that mental accounting trick may help improve their investment performance.
- Published in Behavioural Finance
How to motivate better
15 April, 2016
How do you know if you are selecting the right motivational strategies to convince your employees, peers, and even yourself to work smarter and harder?
- Published in Behavioural Finance
What your future self can teach you?
15 December, 2015
The ‘future you’ can help you be wealthier, healthier, and more generous in the present
- Published in Behavioural Finance
How to get investors to take a long-term view
10 July, 2015
Small changes in how retirement funds display information can have big effects on the way households invest their money, according to research by Chicago Booth PhD candidate Maya O. Shaton. How materials display a portfolio’s returns can affect how much an investor trades and how much risk that investor takes.
- Published in Behavioural Finance