Entries by Hugh Massie

How our Wealth Mentors Serve the World’s Families from the Inside Out

Family Wealth Management is not just about dealing with the money. It is also about family purpose, passing down the values, creating a legacy and importantly a great family Quality Life based on healthy relationships. Sounds routine enough, but it’s not easy. To be successful, very experienced and non-biased family facilitators are needed. Some of […]

What Is The Misunderstanding Of An Investor’s Risk Profile?

In my journey as a wealth mentor over the last 20 years, and developing a rigorous scientifically based behavioral finance approach for the last 15, I have watched the risk profiling discussion seriously evolve from denigration to one that is being more intelligently embraced and applied. From advisors, clients, compliance departments, and regulators: what is […]

2017 Trends – Letter from our CEO

At this time of year, I want to thank all of you, our clients and partners, for supporting DNA Behavior. We’ve had an exceptional year and could not have done it without you believing in our mission of guiding people all over the world to become “behaviorally smart” in life, business and financially. “Good business […]

Which Employee is Your Molotov Cocktail?

Potentially 5% of your workforce includes employees that are a high-security risk. The cost of all types of fraud is a staggering 5% of turnover, per the 2014 Global Fraud Study by the Association of Certified Fraud Examiners (ACFE.) So, what’s the cost of rogue employee behavior to your business? Simply identifying the personality type […]

Solving The Dangerous Voids in Risk Profiling

No doubt, intense discussions surrounding risk tolerance and behavioral finance are on the rise. Michael Kitces, who writes the Nerds Eye View Blog, has written a very good summary on the state of play regarding risk tolerance questionnaires in his article: The Sorry State of Risk Profiling Questionnaires for Advisors. Michael articulates various risk factors […]

The Top 4 Ways Your Brain Wrecks Investment Performance

As behavioral finance goes mainstream, investor behavior has become more accepted as the major influence on investment performance. So how does one become Behaviorally Smart? Dalbar research shows investment losses to individual investors due to their behavior to be an average of 8% per year over the last 30 years. And not just limited to […]