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Regis Media
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We help fiduciary businesses attract and retain clients
We help fiduciary businesses attract and retain clients

6 followers
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Why financial education in schools is so important — and the earlier it starts the better #FinancialLiteracy http://ow.ly/Zxqb30mzojS
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How heavily concentrated are today’s markets by historical standards? Do UK fund managers perform better than US ones? And should investors be worried about the trend towards self-indexing? — just some of the questions tackled in the latest TEBI Podcast #Investing http://ow.ly/sUFO30myyJO
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The world’s fastest growing financial advice firms are using #VideoMarketing. Why is it so effective? And what are the basic Dos and Don’ts? (Podcast) #AdviserContent http://ow.ly/YRC430mrtAb
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Daniel Crosby set himself quite a challenge with his latest project — to write “the most comprehensive guide to the psychology of #AssetManagement ever written” #Behaviour http://ow.ly/LYg530mhRh4
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The fund industry wants you to think that performance is primarily about the skill of the fund manager. More than anything it’s down to how much you pay #EvidenceInvesting http://ow.ly/tDzp30meDw0
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What do clients want from a financial adviser? Financial psychologist Moira Somers outlines the academic evidence (Podcast) #FinancialAdvice #BehaviouralFinance http://ow.ly/dKI130mcRG3
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Neuropsychologist Moira Somers has studied in detail how to improve the adviser-client relationship. She suggests advisers start each meeting with this question (Podcast) #FinancialAdvice http://ow.ly/dKI130mcRG3
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William Bernstein: “There are two kinds of investors: those who don’t know where the market is headed and those who don’t know that they 
don’t know” #EvidenceInvesting http://ow.ly/R9kA30mcKar
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Trustee training is conflicted, says Henry Tapper. Those who deliver it are often incentivised to point trustees towards particular products #Pensions #Charities http://ow.ly/GCWZ30m9JBu
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