Behavioural finance

Planning and Advice

Strengthen client relationships

Investors are unduly influenced by short-term market swings.

By Atul Tiwari |July 24, 2014

2 min read

Industry

Tips for controlling spending

Consumers are affected by the environments they shop in.

September 24, 2013

2 min read

Planning and Advice

How to captivate clients

Make sure you communicate effectively with every client.

By Martha Porado |August 21, 2013

2 min read

Planning and Advice

Build a summer reading list

Looking for reading material for the cottage?

August 12, 2013

1 min read

Industry

Help clients build emergency savings

Only four-in-ten Canadians are regular savers.

By Staff |July 15, 2013

1 min read

Planning and Advice

Rethinking risk aversion

Studies say female investors are more risk-averse than men. But how accurate are the findings today?

By Deanne Gage |July 10, 2013

6 min read

Planning and Advice

Manipulate psychology to increase savings

The only thing more difficult than getting a client into the savings habit is getting her to save more.

By Brynna Leslie |June 24, 2013

3 min read

Industry

Leave emotion out of investing

Your client refuses to diversify the stocks in her portfolio. Instead, she wants her investments heavily weighted in mining firms because her sister owns a jewelry store. But you know it’s not the right time because those stocks have been underperforming. When you show her the facts, she still insists.

By Brynna Leslie |May 22, 2013

3 min read

Industry

Harnessing emotion gives investors an edge

If investors want to make high-risk decisions, the prevailing view is they should block out emotions.

By Martha Porado |May 21, 2013

1 min read

Planning and Advice

Cool the appetites of risk-hungry clients

Over the long run, taking on a moderate-risk strategy typically results in higher returns. So why do clients want to roll the dice?

By Stuart Foxman |March 22, 2013

2 min read

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