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Understanding clients and helping clients understand: insights from behavioral finance 14 June 2018

- ESMA provides guidelines on MiFID II suitability requirements: suitability needs to be assessed in the light of behavioral finance findings
- Insights into applied behavioral finance risk profiling approaches (e.g. use of graphical visualisation of different possible market scenarios over time in order to assess a client’s risk tolerance) that are revolutionising the advisory/client discussion and the decision-making process
- Importance in the industry is growing: this year’s Nobel Prize for Economics was awarded to Richard H. Thaler for his contribution to behavioral economics

Speech followed by Q&A

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