Keyword: Behavioural finance

102 results found

Retirement is a happy time for clients -- but it can also be stressful as they adjust to a new way of life

  • By: Staff
  • September 19, 2017 September 6, 2018
  • 09:59

Betting against markets isn't easy, but following the herd can also be risky

  • By: Staff
  • July 31, 2017 August 21, 2018
  • 12:52

Especially when you inherit them

Detecting lies and misleading statements isn't easy.

  • By: Staff
  • May 8, 2017 August 21, 2018
  • 08:00

If markets tank and your phone doesn’t ring, that’s reason to celebrate, right?

  • By: Katie Keir
  • April 17, 2017 March 13, 2020
  • 12:10

The Ontario Securities Commission (OSC) has published a staff notice on behavioural insights (BI). The report outlines how global regulators use knowledge about human behaviour to address issues in capital markets and improve outcomes for investors and market participants. Read: Less efficient markets call for active management, says CFA In the report, ample research is […]

  • By: Staff
  • March 30, 2017 August 21, 2018
  • 14:38

Over time, people don't necessarily get better at managing money; they just make different mistakes.

  • By: Staff
  • November 11, 2016 July 16, 2023
  • 11:23

Investors can slip up when affected by anchoring and endowment. Here’s how to avoid those behavioural blunders.

  • By: Katie Keir
  • August 9, 2016 August 21, 2018
  • 00:00

Your clients’ own brains may be sabotaging their attempts to make rational investment decisions.

  • By: Staff
  • October 7, 2015 August 21, 2018
  • 10:44

The more clients react to market news, the more volatility they’ll see.

  • By: Katie Keir
  • November 18, 2014 August 21, 2018
  • 00:00