Behavioural finance

Advisor's Edge

Saving clients from the emotional roller-coaster

A Q&A with advisor and author Coreen Sol

By Mark Burgess |March 31, 2023

5 min read

Advisor's Edge

In an uncertain economy, managers look to alternative data

Unconventional sources are becoming more important

By Mark Burgess |March 29, 2023

5 min read

Industry

Worthless rewards drive trading activity: OSC study

Certain behavioural nudges influence investors, regulator finds

By James Langton |November 17, 2022

2 min read

Advisor's Edge

A little imagination — and a little fear — go a long way in retirement savings

Behavioural tips to address the savings gap

By Mark Burgess |November 7, 2022

2 min read

Planning and Advice

Help clients navigate emotions when making investment decisions

Being empathetic and sharing facts can keep clients grounded during tough times

By Daniel Calabretta |October 5, 2022

3 min read

Industry

For fund benchmarks, two or none is better than one

U.S. research finds that benchmarks matter in fund performance reporting

By James Langton |September 19, 2022

2 min read

Advisor's Edge

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

By Mark Burgess |May 9, 2022

3 min read

Advisor's Edge

Why wealth managers are assessing clients’ personalities

In a more competitive market, insight into a client’s thinking can provide an edge

By Mark Burgess |May 9, 2022

11 min read

Market Insights

Investment return gap widened for equity investors in 2021

According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

By Daniel Calabretta |March 31, 2022

2 min read

Advisor's Edge

Wealth, risk – it’s all about perception

How clients perceive their wealth relative to others affects their risk tolerance

By Mark Burgess |February 4, 2022

2 min read

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