The finology domain has been the focus of considerable research and innovation in the past decade. Investigations into investor biases, beliefs, and behaviours - and the implications for investor portfolios and the adviser-client relationship - continue to evolve and yield important insights. Moreover, expectations related to “know your client” and “know yourself” have risen considerably in recent years, with many new possible skills, techniques, and strategies with which investment advisers can (or should) be proficient. The Forum created the Finology Benchmarking Indices (FBI) ...