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
Understanding clients’ emotions and establishing your value as an advisor are important ways to build trust
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
Following rules of thumb can lead to bad investing decisions, says BlackRocks’ Nelli Oster