InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
A TD Wealth study offers insight on how different types of clients respond to advice and volatility
Women, parents and young Canadians have suffered most, suggests a new well-being index
Retirement is a major lifestyle change that may lead to anxiety and other challenges
Headlines may have your clients worried about the short term, but it's your job to keep them focused on the big picture
Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan
Increase engagement by focusing on your client’s goals rather than only the details of their investments
Research shows that behavioural insights can improve the way information is shared with investors
Help identify psychological traps that can hurt returns
Helping clients identify how emotion affects their decision-making process regarding investing will become even more important if stock markets or the economy take a turn for the worse this year