Better management of investor anxiety during periods of volatility is essential to helping clients maximise the potential of their investments, delegates at the Personal Finance Society (PFS) heard.
The Financial Ombudsman Service (FOS) has hired trend forecaster the Future Foundation to conduct a review of the ombudsman's role in the changing world of financial services.
BEHAVIOURAL FINANCE
Forty Two Wealth Management principal Alan Dick has pledged to change the way he presents his proposition after research suggested consumers are more likely to commit to an offering if they have been offered a choice.