Behavioural finance – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 21 Feb 2024 19:20:16 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Behavioural finance – Investment Executive https://www.investmentexecutive.com 32 32 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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]]> How to limit bias in investment decisions https://www.investmentexecutive.com/news/industry-news/how-to-limit-bias-in-investment-decisions/ Thu, 23 Nov 2023 15:32:04 +0000 https://www.investmentexecutive.com/?p=475889 Understanding a client’s motivations goes a long way to helping them achieve long-term goals

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]]> Regulators mull redemption fees for investors who sell during market stress https://www.investmentexecutive.com/newspaper_/news-newspaper/regulators-mull-redemption-fees-for-investors-who-sell-during-market-stress/ Mon, 18 Sep 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=471296 Fund industry pushes back on reforms to address liquidity issues

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]]> Value of a Canadian financial advisor rose in 2022 https://www.investmentexecutive.com/news/research-and-markets/value-of-a-canadian-financial-advisor-rose-in-2022/ Mon, 12 Jun 2023 20:17:32 +0000 https://www.investmentexecutive.com/?p=467218 Behavioural coaching once again added the most value

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]]> Advisor as therapist? The challenges of managing clients’ emotions https://www.investmentexecutive.com/newspaper_/brokerage-report-card/advisor-as-therapist-the-challenges-of-managing-clients-emotions/ Fri, 02 Jun 2023 14:24:00 +0000 https://www.investmentexecutive.com/?p=466228 Communication and education can help calm clients’ anxieties amid challenging economic conditions

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]]> Worthless rewards drive trading activity: OSC study https://www.investmentexecutive.com/news/from-the-regulators/worthless-rewards-drive-trading-activity-osc-study/ Thu, 17 Nov 2022 17:47:28 +0000 https://www.investmentexecutive.com/?p=455869 Certain behavioural nudges influence investors, regulator finds

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]]> Beware the narcissistic fund manager https://www.investmentexecutive.com/newspaper_/news-newspaper/beware-the-narcissistic-fund-manager/ Mon, 16 May 2022 04:17:00 +0000 https://www.investmentexecutive.com/?p=444157 Research finds narcissists take more risks and deliver lower returns

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]]> Minimizing bias when working with clients https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/minimizing-bias-when-working-with-clients/ Mon, 21 Mar 2022 04:03:00 +0000 https://www.investmentexecutive.com/?p=440906 Assumptions based on gender, age, race and socioeconomic background can affect the way you assess clients’ goals

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]]> Study finds ‘gamified’ apps push DIY traders to make riskier investments https://www.investmentexecutive.com/news/research-and-markets/study-finds-gamified-apps-push-diy-traders-to-make-riskier-investments/ Tue, 18 Jan 2022 20:39:38 +0000 https://www.investmentexecutive.com/?p=437692 Financial literacy is one way to counter the effects of gamification

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