Behavioural finance

Planning and Advice

Don’t let FOMO from social media affect your investing decisions, experts say

While not a new phenomenon, "social media puts FOMO on steroids,'' Neil Gross says

By Leah Golob, The Canadian Press | December 21, 2021

3 min read

Planning and Advice

Help investors beat FOMO

An OSC Dialogue panellist highlighted the need for investor coaching

By Katie Keir | November 24, 2021

3 min read

Planning and Advice

Childhood experiences with money still affect many Canadians: report

New research finds money fears and anxieties linger from childhood

By Staff | November 9, 2021

2 min read

Advisor's Edge

Stop the freakouts before they happen

New research looks to identify panic sellers early

By Mark Burgess | November 2, 2021

3 min read

Advisor's Edge

Does KYC risk assessment impede investor outcomes?

Investors cannot be solely deemed conservative, moderate or aggressive

By Mark Yamada | November 2, 2021

3 min read

Industry

Address clients’ emotional biases to improve investment decisions

Investors admitted to being biased toward information that's recent and readily available, Cerulli research suggests

By Staff | October 14, 2021

2 min read

Advisor's Edge

The case for boring in a bull market of DIY geniuses

How to keep clients from psyching themselves out

By Al and Mark Rosen | October 4, 2021

3 min read

Advisor's Edge

Do KYC profiles match client trading behaviour?

Researchers point to new ways of assessing risk

By Mark Burgess | October 4, 2021

3 min read

Industry

Advisor value increased more than 1% in 2020, study says

In a volatile year, behavioural coaching was crucial

By Katie Keir | June 4, 2021

2 min read

Planning and Advice

How clients’ personalities affect financial advice

A TD Wealth study offers insight on how different types of clients respond to advice and volatility

By Mark Burgess | May 4, 2021

2 min read

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