Practice Management

What clients should know about behavioural finance

Interview of Lisa Kramer |

Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our fifth video, Lisa Kramer, associate professor at the University of Toronto's Rotman School of Management, describes the behavioural finance field, including some key terms like endowment and herding. She spoke with Gavin Adamson at the TMX Broadcast Centre in Toronto.