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Behavioural finance Podcasts, articles & videos

Podcasts
  • i3 Podcast: equities, selling discipline & biases
  • The psychology of retirement
  • Make useful predictions
  • Behavioural issues in designing a hybrid workplace
  • Digital advice & engagement
  • Effective communication
  • The politics of negotation
  • Communicating risk & uncertainty
  • Communicating & demonstrating value
  • Trust & psychological safety
  • Members best financial interests
  • Behavioural finance for professionals
  • Narratives, biases & influence
  • Super fund member engagement
  • The psychology of ethical decision-making
  • Collaborative investment decisions (in SMSFs)
  • Taking salient risks
  • Thinking differently about social influence
  • Framing investment decisions
  • Financial literacy & financial education
  • Ethics in financial services
  • Who is really making the decision when you bid at auction?
  • Behavioural finance for share traders
A number of these podcasts are also available on Apple Podcasts here.
Articles
Client / member engagement
  • Don't Look Up - 7 lessons for communicating risk & uncertainty
  • Members best financial interest - wellbeing banned?
  • The psychology of super fund member segmentation
  • Providing general advice & guidance – why super funds need to learn to swim with crocodiles
  • Retirement income review - a behavioural take
  • How advisers can get genuine client feedback
  • TMDs done, now what?
  • How will DDO impact BNPL?
  • Engaging members about insurance in super
  • Behavioural finance and the design & distribution obligations
  • 4 reasons why financial advisers need to know about behavioural finance & 130 things they can do about it
  • 8 Myths about super fund member engagement
  • Financial literacy & client engagement: lead the horse right to the trough
  • Why some client-centric strategies don't translate into good client outcomes
  • A very simple thing some investment professionals are not doing
  • A picture tells WHICH thousand words?
  • 4 ways to use behavioural finance in asset managers' client engagement
  • Submission to the Productivity Commission on assessing the competitiveness and efficiency of the superannuation system
  • Can you spot the difference?
  • Why the super industry is like the Titanic
  • The financial advice industry needs more Jedis
  • Managed accounts in a behavioural world
  • Closing the behavioural gap in life insurance
  • Limiting choices - why less is more for clients and advisers
  • How time travel can help clients save for retirement
Techology / human interfaces
  • A beginner's guide to behavioural fintech for super funds
  • Don't learn to code. Learn to ask these 7 questions instead
  • The psychology of automation: 7 strategies
  • Who wins when a human, an algorithm and a cyborg drive to the airport?
  • 5 steps for machine/human collaboration
  • 3 lessons from a boat trip to artificial intelligence
Negotiations / M&A
  • Using anchors in negotiations - when and how
  • M&A advisers: how to use behavioural finance
  • Read this before you make your next major acquisition
Effective forecasting
  • Decision-making analytics: making difficult conversations with your investment team easier & more effective
  • Why Bill Gates is (probably) wrong
  • A budget is only as good as its forecasts
  • Like magic: forecasts go up, forecasts go down
  • Why financial forecasting should be more like magnets
Ethical decision-making
  • Conflicts of interest - just another bias?
  • Would the Banking & Finance Oath be an antitode to enthical problems?
Professionals / team dynamics
  • 8 gaps in the way asset managers use behavioural finance
  • The human psychology at the centre of the CBA machine
  • Coaching for investment professionals - fiction & reality
  • The myths about ignoring distractions
  • 3 behavioural lessons from the Westpac AUSTRAC investigation
  • Remote team meetings: uncomfortable but better?
  • How to capture the benefits of diverse thinking in asset management
  • How to spot the subconscious CEO
  • What CIOs need to know about behavioural finance
  • New book aims to change investor thinking
  • Translating behaviour into dollars - what matters to investment managers?
  • Translating behaviour into member benefits
Videos
  • Quickfire behavioural finance Q&A
  • Indepth behavioural finance Q&A
  • Applying Behavioural Finance to better understand and influence clients
  • Behavioural finance - what do stockbrokers & advisers need to know & how can they use it
  • Communicating & demonstrating value
  • Personality in investment decisions
  • Raising the bar with behavioural finance
  • ASFA Conference presentation
  • How financial advisers can use behavioural finance & SMAs
  • Applying Behavioural Finance in Australia
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