Articles & Publications
Selected articles, working papers, and media contributions spanning financial psychology, behavioural finance, and investment advisory practice.
Adopting a Therapeutic Approach to Investment Advisory
Explores how financial therapy frameworks can be integrated into investment advisory practice — moving from performance-only relationships to ones that acknowledge the emotional and relational dimensions of investment decision-making.
Momentum Investments SCI-FI Report 2022
An evidence-based examination of investor sentiment, capital market behaviour, and the financial system's interaction with investor psychology during a period of elevated uncertainty and volatility.
Managing Client Portfolios in Times of Crisis
Crisis reveals the gap between financial knowledge and financial behaviour. This piece examines how advisors can guide clients through market volatility by addressing the emotional and identity dimensions that drive panic-driven portfolio decisions.
One argument, five countries
CFPS research on institutional financial therapy — the case that men at the top of corporate and financial power structures carry unexamined financial distress, and that the cost of it is borne by everyone else — picked up across five national press markets.
Peer-reviewed research papers
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