A Q&A with advisor and author Coreen Sol
Unconventional sources are becoming more important
Certain behavioural nudges influence investors, regulator finds
Behavioural tips to address the savings gap
Being empathetic and sharing facts can keep clients grounded during tough times
U.S. research finds that benchmarks matter in fund performance reporting
What I learned from taking four firms’ personality or behavioural assessments
In a more competitive market, insight into a client’s thinking can provide an edge
According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500
How clients perceive their wealth relative to others affects their risk tolerance