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Transition to shorter T+2 settlement now underway

New fund aims to profit from the collective effects of investors’ emotional mistakes

  • By: Leah Golob
  • January 18, 2018 January 21, 2018
  • 16:15
Silhouttes of Two Business People Having a Handshake

Financial planners and financial advisors need to understand the behavioural finance categories that their clients fit into

Investors are fine with trailer fees, survey says

TD Discovery Tool, which is modelled on behavioural finance, can produce a wealth personality report that highlights investors’ key traits

Financial planners and financial advisors can use behavioural psychology enabled by technology to help clients save more for retirement

The IAFP focuses in on increasing its membership

Understanding clients’ emotions and establishing your value as an advisor are important ways to build trust

CFP Symposium: Help emotional clients keep their cool

Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking. She spoke at the CFP Professional Symposium in Toronto.

Chairman emphasizes the growing role behavioral economics and social media will play in IOSCO’s work

The FCA plans to use behavioural economics to enhance regulation by understanding the mistakes that clients of financial services make

Following rules of thumb can lead to bad investing decisions, says BlackRocks’ Nelli Oster

  • By: June Yee
  • April 10, 2013 April 10, 2013
  • 13:10

FCA wants to understand the sorts of mistakes financial consumers make, and how firms respond to these mistakes