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Keyword: Behavioural finance

102 results found

A Q&A with advisor and author Coreen Sol

signs direction

Unconventional sources are becoming more important

Businessman using laptop for analyzing data stock market stock photo

Certain behavioural nudges influence investors, regulator finds

conversation about increasing savings

Behavioural tips to address the savings gap

Yatch in ocean

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

magnifier and graph, basic tools of technical analysis on the stock market.

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

personality test

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

personality test

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

Highline walker in blue sky between two buildings concept of risk taking and challenge

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

comparing wealth

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