Behavioural finance

For fund benchmarks, two or none is better than one Fallback Image Decorative pattern

Industry

For fund benchmarks, two or none is better than one

U.S. research finds that benchmarks matter in fund performance reporting

By James Langton |September 19, 2022

2 min read

Adventures in personality testing Adventures in personality testing

Advisor's Edge

Adventures in personality testing

What I learned from taking four firms’ personality or behavioural assessments

By Mark Burgess |May 9, 2022

3 min read

Why wealth managers are assessing clients’ personalities Why wealth managers are assessing clients’ personalities

Advisor's Edge

Why wealth managers are assessing clients’ personalities

In a more competitive market, insight into a client’s thinking can provide an edge

By Mark Burgess |May 9, 2022

11 min read

Investment return gap widened for equity investors in 2021 Fallback Image Decorative pattern

Market Insights

Investment return gap widened for equity investors in 2021

According to a Dalbar report, the average equity fund investor returned 18.39% compared to 28.71% returned by the S&P 500

By Daniel Calabretta |March 31, 2022

2 min read