Behavioural finance

Industry

Manulife partners with BEworks to train advisors in behavioural economics

Advisors can fall prey to the same biases as clients

By Mark Burgess |May 16, 2019

2 min read

Industry

Behavioural economics are useful, but regulation is essential: report

IOSCO says standards of conduct are needed to protect retail investors

By Staff |April 2, 2019

2 min read

Industry

How to improve CRM2 statements

A new report from IFIC and BEworks offers insights for advisors and dealers

By Staff |March 6, 2019

4 min read

Industry

Wealthsimple, League make global fintech list

Chinese companies took the top spots in the annual rankings

By Staff |October 24, 2018

1 min read

What U.S. trade tariffs mean for investors

Last week, U.S. tariffs were announced on steel and aluminum imports—25% on steel and 10% on aluminum. Canada and Mexico are excepted, so long as NAFTA negotiations are ongoing. The exception notwithstanding, the development isn’t good news for investors. “Protectionist U.S. trade policies will do more harm than good, not just to the country’s export […]

By Staff |March 12, 2018

4 min read

Behavioural finance

Manulife partners with BEworks to train advisors in behavioural economics

Behavioural economics are useful, but regulation is essential: report

How to improve CRM2 statements

Wealthsimple, League make global fintech list

The downside of disclosure, and other tips

When to pull the goalie

Expert confidential: Kelley Keehn

What is bubble theory?

Canadians’ top financial regrets

What U.S. trade tariffs mean for investors