Greg B Davies and Carl Richards discuss financial advice and suitability

On June 4th 2018, at the EY offices in London, Our Head of Behavioural Finance, Greg B Davies and Carl Richards of Behavior Gap had a no-sacred-cows discussion on the most provocative frontiers of financial advice and suitability

Greg B Davies PhD
Author Greg B Davies PhD
Date 4th June 2018

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in the New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Greg Davies, PhD, is an expert in applied behavioural finance, decision science, investment advice and financial wellbeing.

Greg started the banking world’s first behavioural finance team as Head of Behavioural-Quant Finance at Barclays, which he built and led for a decade. In 2017 he joined forces with Oxford Risk as Head of Behavioural Finance, to combine behavioural consulting with the development of software-based decision support tools to help people (and organisations) across the financial services industry make better decisions.