What do clients really want from a financial adviser?
Morningstar research finds that clients are looking for more than help with specific financial problems – and advisers may need to rethink how they explain their value.
#investorbehaviour
Study: investor behaviour improved in 2025, but anxiety remains costly
Momentum Investments’ latest behavioural research shows fewer portfolio switches and lower overall ‘behaviour tax’ last year.
Investors’ costly habit: how behavioural biases are eroding returns
Momentum Investments’ latest Sci-Fi Report reveals how switching funds at the wrong time continues to erode returns, with behaviour tax remaining alarmingly high post-Covid-19.
