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Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka

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Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser.

Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist, both based over in the USA.

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 376442150 series 3509692
Content provided by IFA Magazine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by IFA Magazine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In our latest IFA Talk podcast, we’re delving into the world of behavioural finance – to explore some of the reasons which lie behind clients’ decisions to part company with their financial adviser.

Sue and Brandon were delighted to welcome two guests from Morningstar who have particular expertise in the subject. Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist, both based over in the USA.

  continue reading

100 episodes

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