Behavioural finance

Advisor's Edge

Is it time to nix the VIX?

The oft-quoted fear index is widely misunderstood

By Al and Mark Rosen |February 17, 2018

3 min read

Market Insights

Maintain consistent risk to avoid large declines

Discover a potentially better way to capture returns, beyond growth or value strategies

By Mark Yamada |February 17, 2018

3 min read

Industry

The challenge of resolutions and behavioural biases

Canadians who are trying to stick to financial resolutions in the new year have their work cut out for them. That’s because one in five Canadians has a credit card balance that’s larger than their savings, finds a survey commissioned by FPSC and Credit Canada. Gift-buying could be a contributing factor, with 21% of those […]

By Staff |January 15, 2018

2 min read

Advisor's Edge Report

Why understanding gambling can help investors

Professional managers often dislike gambling comparisons, but there are lessons

By Mark Yamada |December 15, 2017

4 min read

How to increase returns by 1.5%

At the end of 2015, the S&P 500 had a 20-year annualized return of 8.2%. In contrast, actual investor return was 4.7%, reveals research from Dalbar Inc. Why the 3.5% difference? Some can be attributed to a lack of cash or a need to remove capital from the market (1.2%); some, to fund expenses (0.8%). […]

By Staff |November 13, 2017

2 min read

Behavioural finance

Is it time to nix the VIX?

Maintain consistent risk to avoid large declines

The challenge of resolutions and behavioural biases

Why understanding gambling can help investors

How to increase returns by 1.5%

Behavioural coaching part of retirement planning, says expert

Contrarian or part of the herd: what should clients be?

How to calm suspicious clients

It’s harder than you think to detect fraud and lies

Save clients from emotional mistakes