Presentations

Breaking Beyond Nudge – London Behavioural Economics Network

The Best of Humans, the Best of Technology – Humans Under Management 2019

Anxiety-Adjusted Returns – Humans Under Management 2018

New Vistas in Risk Profiling – Humans Under Management 2017

Interviews

Overcoming the Behavioural Costs of Being Human – Business Reporter

Investor Anxiety and Emotional Liquidity – CFA Society UK

Training

What is Risk Tolerance?

How Not to Measure Risk Tolerance

The Importance of Risk Capacity

How to Assess Risk Capacity

Dr Greg B Davies and Carl Richards discuss the most provocative frontiers of financial advice and suitability

Part 1: Explaining complex subjects simply

Part 2: The value of financial planning

Part 3: Rebalancing, risk management and the value of advice

Part 4: Investor behaviour management and Fintech tools

Complete series