Regulators seek more useful, flexible product disclosures
Experiment finds investors lured by ESG ratings they don't understand
Regulator to embed ESG considerations into compliance, enforcement work
Improve client engagement by understanding human behaviour
Also in this tech roundup: Equisoft partners with Life Design Analysis
Behavioural coaching adds the most value, Russell Investments finds
Investors face risks from sludge, nudges and other hidden tactics
Financial advisors must understand their clients' motivations before shaping their behaviour
Understanding a client’s motivations goes a long way to helping them achieve long-term goals
Fund industry pushes back on reforms to address liquidity issues