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Behavioural Finance

You is Kind, You is smart, You is High Net Worth

As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from Read more…

By Julian Scarfe, 4 years ago June 30, 2017
Behavioural Finance

Women and financial advisors: Listen!

Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor Read more…

By Julian Scarfe, 8 years ago June 13, 2013
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