B2B Central

Behavioural Finance

18 Aug 2023

How to show clients you’re emotionally compatible

By Staff Writer

By: Ryan Murphy, Global Head of Behavioural Insights, Morningstar Research by our team of behavioural scientists suggests consumers are just as likely to hire a financial adviser for emotional reasons as financial ones. However, they may not be aware of those emotional reasons or be able or willing to discuss them at the outset of the relationship....
05 Apr 2023

2022 did just enough to scare investors away from 2023 record highs

By Staff Writer

Paul Nixon, head of behavioural finance at Momentum Investments, conducts a yearly review of investor behaviour and shares insights from the 2022 review, which saw investors responding to market volatility by de-risking their portfolios away from equities and moving towards cash.
15 Mar 2023

How to measure risk tolerance the ‘right’ way

By Staff Writer

Measuring clients' risk capacity is crucial for personalised investment advice. Momentum Investments will launch a psychometrically-tested investment behavioural fingerprint for client insights.
28 Nov 2022

How much ‘time in the market’ do you need to avoid market timing?

By Staff Writer

Investors need to spend more time in the market to get an inflation-related return, says Paul Nixon, Head of Behavioural Finance at Momentum Investments.
28 Nov 2022

How to advise when the toast hits the floor jam side

By Staff Writer

Advisers need to know the difference between emotional and cognitive biases and advise accordingly.
10 Nov 2022

Disposition effect reveals Gen X investors are getting antsy for retirement

By Staff Writer

While you may be forgiven for believing that Generation X still represents the ambitions of youth, it may be shocking to find out that the youngest Gen X person living today is now 42 years old. Every generation brings with it a certain behaviour that defines it, and this changes as they get older. In...
28 Oct 2022

Boxing clever with nudging isn’t about boxes at all

By Staff Writer

Momentum Investments uncovered four behavioural patterns when analysing risk behaviour data from 2006 to 2021 via unsupervised machine learning algorithms.
15 Jul 2022

How intermediaries can protect vulnerable clients

By Staff Writer

The need for reassurance and empathy places intermediaries in a position to identify their clients’ vulnerabilities and to put smart safeguards in place.
14 Jul 2022

Boomers to Zoomers: Passing a hand grenade to Gen Z?

By Staff Writer

Paul Nixon, Head of Behavioural Finance at Momentum Investments, outlines and discusses five distinct characteristics that arguably define Gen Z.
17 Jun 2022

Beware the market turbulence trap

By Staff Writer

Momentum Investments has published an update to the 2022 Sci-Fi report that investigated the investor behaviour of clients in the Retirement Income Option (RIO), our living annuity.
06 May 2022

Curb the investment switch itch or face the consequences

By Staff Writer

Investors need to avoid letting their emotions cut their investment journey short by unnecessarily switching their investments.
22 Apr 2022

Choosing a unit trust could be a Squid Game

By Staff Writer

Financial advisers and their clients are faced with thousands of investment options daily and which often result in poor choices.

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