The firm partnered with the University of Toronto's Behavioural Economics in Action at Rotman in 2018
Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan
The firm is preparing its advisors to deal with anxious clients
IOSCO cautions that assumptions about investor behaviour may not reflect actual behaviour
Behavioural economics research to identify new tools that could help advisors
Behavioural economics provides a framework for advisors to help direct clients to make decisions consistent with their long-term goals
People spend far more time on research on small consumer purchases than on important decisions on retirement savings
The FMA is exploring whether savers can be pushed to seek financial advice
Ads that play on consumers’ emotions may drive them to action without much thought, new FCA paper finds
Behavioural insights have a role to play in producing better regulatory policy, suggests a new report from the OSC’s Investor Office