Advisers Urged to Focus on Investor Psychology

As investors' needs become more complex and stock markets more volatile, financial advisers should focus on the human side of investing

Ray Sin 11 April, 2018 | 12:54AM

Human brain - investing psychology

With the rise of robo-advice, financial regulation and DIY investment, it often seems as if the traditional role of the adviser is under threat.

But behavioural scientists at Morningstar believe that advisers are in an excellent position to capitalise on these changes by building on longstanding skills and roles. Being a good adviser has always been more than selecting investments and managing portfolios. Psychology is an essential part of working with clients.

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About Author

Ray Sin  

is a behavioural scientist with Morningstar

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