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BridgeBytes episodes
- Brandes - What Opportunities Excite Brandes the Most in International Markets?Brent Woods, Chief Executive Officer at Brandes Investment Partners, provides insights on value and earnings in European markets going forward. (Published March 2022).3 min
- Mental Health & the Financial Advice Relationship: Seasonal Affective DisorderAdam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, explains Seasonal Affective Disorder and provides a few tips to help mitigate the impact it may have on your day-to-day life. (Published: February 2022).3 min
- MMIP Portfolios: 2022 Outlook & PositioningMorningstar's Michael Keaveney provides an update on his outlook and positioning for the multi-asset portfolios in 2022. He offers insight into how the portfolios are built to manage inflation, volatility and other risks. (Published February 2022).6 min
- Why It's Important to Have a Trusted Contact Person (TCP)
Tyler Fleming, Director of the Investor Office at the OSC, explains the regulatory frameworks around the TCP. He also discusses why it is important for investors to have a TCP. (Published: December 2021)
3 min - Who Should Be a Trusted Contact Person (TCP)?
Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, discusses the pros and cons that may arise if a client's POA is also their TCP as sometimes it's unavoidable. (Published: December 2021)
3 min - What Is a Trusted Contact Person (TCP)?
Carol Lynde, Bridgehouse President and CEO, explains the role of a TCP and outlines its benefits to advisors and their clients. (Published: December 2021)
3 min - What Are The Benefits of a Trusted Contact Person (TCP)?
Arthur Fish, experienced lawyer and member of the Bridgehouse Advisory Panel, provides valuable insight into the benefits of naming a TCP for you, your firm and your clients. (Published: December 2021)
5 min - The Importance of "Quality Communication"
Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, examines several prominent behavioural biases and also explains how quality communication can eliminate the hurdles these biases can present. (Published: December 2021)
5 min - Protecting Investors Through Behavioural Insights
Tyler Fleming, Director of the Investor Office at the OSC, discusses the role of a Trusted Contact Person (TCP) and why clients should appoint one. He also touches on the impact that language can have when designing a TCP consent form. (Published: December 2021)
6 min - Mitigating Unproductive Responses
Adam Wiseman, Mental Health Subject-Matter Expert and member of the Bridgehouse Advisory Panel, shares strategies on how emotional intelligence can mitigate unproductive responses when having difficult conversations with clients. (Published: December 2021)
5 min
About BridgeBytes
From the publisher's feed
BridgeBytes provides snackable content suited for you and your clients. If you're looking for insights from our managers or our investor behaviour and mental health subject-matter experts, you've come…
to the right place.
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