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Über dieses Buch

This book looks at financial advisory from a behavioural perspective, and focuses on how the nature of the relationship between advisors and clients may affect the ability of the advisor to perform its functions. Broken into three key parts, the book looks at the client, the advisor, and the relationship between the two. Chapters review relevant theories of decision-making under risk to understand the nature of clients’ decisions. The literature on advisors’ functions and the normative landscape regulating financial advisory are also addressed. Finally, this book reviews how behavioural finance has traditionally addressed portfolio selection and explains how trust can be seen as a viable avenue to maximize advisors’ effectiveness and pursue clients’ needs.

This book will be of interest to both behavioural finance scholars and practitioners interested in understanding what the future of financial advisory may have in stock.

Inhaltsverzeichnis

Frontmatter

The Investor

Frontmatter

2017 | OriginalPaper | Buchkapitel

1. Understanding Investor Behaviour

Caterina Cruciani

2017 | OriginalPaper | Buchkapitel

2. Different Views on Economic Rationality: Affect and Emotions

Caterina Cruciani

The Advisor

Frontmatter

2017 | OriginalPaper | Buchkapitel

3. Financial Advisory: Basic Roles and Functions

Caterina Cruciani

2017 | OriginalPaper | Buchkapitel

4. Financial Advisory: Normative Developments and Incentives

Caterina Cruciani

Behavioural Financial Advisory Practice

Frontmatter

2017 | OriginalPaper | Buchkapitel

5. Behavioural Financial Advisory Practice

Caterina Cruciani

Backmatter

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