Dear subscribers,
Please note that the last issue of CompliNEWS for this year will be published on Thursday, 18 December 2025. The first issue of the new year will be published on Thursday, 8 January 2026.
Breaking news will still be posted on the website during this period.
We wish all our subscribers ...
Read More
By Lee Rossini
Understanding the basics of behavioural finance is essential when giving clients financial advice. While traditional finance assumes clients make decisions rationally, behavioural finance recognises that people are influenced by emotions, mental shortcuts and unconscious biases. These influences can lead clients to make decisions that conflict with their long-term financial interests. Understanding these behavioural tendencies is crucial – not only to support clients to make better choices, but also to improve engagement, trust and outcomes.
Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.
