Behavioural finance | Investment Executive https://www.investmentexecutive.com/tag/behavioural-finance/ Canada's news source for financial professionals Wed, 22 Oct 2025 18:26:51 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Behavioural finance | Investment Executive https://www.investmentexecutive.com/tag/behavioural-finance/ 32 32 OSC flags concerns with firms’ digital tactics https://www.investmentexecutive.com/news/osc-flags-concerns-with-firms-digital-tactics/ Wed, 22 Oct 2025 18:26:51 +0000 https://www.investmentexecutive.com/?p=523331 Firms using digital engagement practices for good and ill, review finds

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]]> Money persists as top source of stress for Canadians: FP Canada https://www.investmentexecutive.com/news/research-and-markets/money-persists-as-top-source-of-stress-for-canadians-fp-canada/ Tue, 18 Mar 2025 16:38:05 +0000 https://www.investmentexecutive.com/?p=504789 High cost of living, fear of making financial decisions cited as barriers to addressing finances

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]]> FCA sets out to redesign U.K. retail investment disclosure https://www.investmentexecutive.com/news/from-the-regulators/fca-sets-out-to-redesign-uk-retail-investment-disclosure/ Thu, 19 Dec 2024 19:23:36 +0000 https://www.investmentexecutive.com/?p=498942 Regulators seek more useful, flexible product disclosures

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]]> Retail investors vulnerable to greenwashing: OSC https://www.investmentexecutive.com/news/from-the-regulators/retail-investors-vulnerable-to-greenwashing-osc/ Wed, 30 Oct 2024 19:51:11 +0000 https://www.investmentexecutive.com/?p=495760 Experiment finds investors lured by ESG ratings they don't understand

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]]> OSC sketches its sustainable finance future https://www.investmentexecutive.com/news/from-the-regulators/osc-sketches-its-sustainable-finance-future/ Mon, 07 Oct 2024 19:39:53 +0000 https://www.investmentexecutive.com/?p=494025 Regulator to embed ESG considerations into compliance, enforcement work

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]]> Five ways to provide better advice https://www.investmentexecutive.com/news/industry-news/five-ways-to-provide-better-advice/ Mon, 30 Sep 2024 16:17:47 +0000 https://www.investmentexecutive.com/?p=493620 Improve client engagement by understanding human behaviour

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]]> Financial planning app launches behavioural feature to help with goals https://www.investmentexecutive.com/news/industry-news/financial-planning-app-launches-behavioural-feature-to-help-with-goals/ Fri, 26 Jul 2024 17:39:38 +0000 https://www.investmentexecutive.com/?p=490044 Also in this tech roundup: Equisoft partners with Life Design Analysis

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]]> Value of a Canadian financial advisor decreases slightly year over year: study https://www.investmentexecutive.com/news/industry-news/value-of-a-canadian-financial-advisor-decreases-slightly-year-over-year-study/ Thu, 13 Jun 2024 18:30:15 +0000 https://www.investmentexecutive.com/?p=487622 Behavioural coaching adds the most value, Russell Investments finds

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]]> OSC shines a light on “dark” arts of online investing https://www.investmentexecutive.com/news/from-the-regulators/osc-shines-a-light-on-dark-arts-of-online-investing/ Wed, 21 Feb 2024 19:15:10 +0000 https://www.investmentexecutive.com/?p=480811 Investors face risks from sludge, nudges and other hidden tactics

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]]> A five-step process for building trust https://www.investmentexecutive.com/news/industry-news/a-five-step-process-for-building-trust/ Mon, 27 Nov 2023 17:10:20 +0000 https://www.investmentexecutive.com/?p=476028 Financial advisors must understand their clients' motivations before shaping their behaviour

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