Behavioural finance – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Fri, 23 Jun 2023 20:19:58 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Behavioural finance – Advisor's Edge https://phoenix.advisor.ca 32 32 Saving clients from the emotional roller-coaster https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/saving-clients-from-the-emotional-roller-coaster/ Fri, 31 Mar 2023 14:00:38 +0000 https://www.advisor.ca/?p=222882 A Q&A with advisor and author Coreen Sol

The post Saving clients from the emotional roller-coaster appeared first on Advisor's Edge.

]]> In an uncertain economy, managers look to alternative data https://phoenix.advisor.ca/investments/alternative-investments/in-an-uncertain-economy-managers-look-to-alternative-data/ Wed, 29 Mar 2023 14:57:24 +0000 https://www.advisor.ca/?p=222991 Unconventional sources are becoming more important

The post In an uncertain economy, managers look to alternative data appeared first on Advisor's Edge.

]]> Worthless rewards drive trading activity: OSC study https://phoenix.advisor.ca/news/industry-news/worthless-rewards-drive-trading-activity-osc-study/ Thu, 17 Nov 2022 17:51:24 +0000 https://www.advisor.ca/?p=216718 Certain behavioural nudges influence investors, regulator finds

The post Worthless rewards drive trading activity: OSC study appeared first on Advisor's Edge.

]]> A little imagination — and a little fear — go a long way in retirement savings https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/a-little-imagination-and-a-little-fear-go-a-long-way-in-retirement-savings/ Mon, 07 Nov 2022 15:30:07 +0000 https://www.advisor.ca/?p=215794 Behavioural tips to address the savings gap

The post A little imagination — and a little fear — go a long way in retirement savings appeared first on Advisor's Edge.

]]> Help clients navigate emotions when making investment decisions https://phoenix.advisor.ca/my-practice/conversations/help-clients-navigate-emotions-when-making-investment-decisions/ Wed, 05 Oct 2022 13:00:37 +0000 https://www.advisor.ca/?p=214713 Being empathetic and sharing facts can keep clients grounded during tough times

The post Help clients navigate emotions when making investment decisions appeared first on Advisor's Edge.

]]> For fund benchmarks, two or none is better than one https://phoenix.advisor.ca/news/industry-news/for-fund-benchmarks-two-or-none-is-better-than-one/ Mon, 19 Sep 2022 21:50:41 +0000 https://www.advisor.ca/?p=213966 U.S. research finds that benchmarks matter in fund performance reporting

The post For fund benchmarks, two or none is better than one appeared first on Advisor's Edge.

]]> Adventures in personality testing https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/adventures-in-personality-testing/ Mon, 09 May 2022 14:00:26 +0000 https://www.advisor.ca/?p=208570 What I learned from taking four firms’ personality or behavioural assessments

The post Adventures in personality testing appeared first on Advisor's Edge.

]]> Why wealth managers are assessing clients’ personalities https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/why-wealth-managers-are-assessing-clients-personalities/ Mon, 09 May 2022 14:00:10 +0000 https://www.advisor.ca/?p=208745 In a more competitive market, insight into a client’s thinking can provide an edge

The post Why wealth managers are assessing clients’ personalities appeared first on Advisor's Edge.

]]> Investment return gap widened for equity investors in 2021 https://phoenix.advisor.ca/investments/market-insights/investment-return-gap-widened-for-equity-investors-in-2021/ Thu, 31 Mar 2022 14:30:52 +0000 https://www.advisor.ca/?p=207595 According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

The post Investment return gap widened for equity investors in 2021 appeared first on Advisor's Edge.

]]> Wealth, risk – it’s all about perception https://phoenix.advisor.ca/magazine-archives_/advisors-edge_/wealth-risk-its-all-about-perception/ Fri, 04 Feb 2022 20:00:14 +0000 https://www.advisor.ca/?p=205307 How clients perceive their wealth relative to others affects their risk tolerance

The post Wealth, risk – it’s all about perception appeared first on Advisor's Edge.

]]>