private wealth

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Behavioral Insights on Financial Advice

Behavioral Insights on Financial Advice

Successful client-adviser relationships are built on trust. Behavioral finance offers some insights on how to achieve that trust, Shreenivas Kunte, CFA, observes. It starts with knowing the client — not just their financial means and aspirations, but how they think — and integrating that knowledge into the relationship and the investment plan in an open and forthright manner. Read more


Book Review: The Econometrics of Individual Risk


In this reissued book, the authors explore credit risk from four distinct quantitative perspectives — the occurrence, frequency, timing, and severity of a loss — and focus on the core econometric techniques for measuring each aspect. Given the industry failings associated with the recent global financial crisis, it is more important than ever for financial analysts to understand the mechanics of quantitative risk tools. Read more

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