Behavioural finance

Rethinking risk aversion Fallback Image Decorative pattern

Planning and Advice

Rethinking risk aversion

Studies say female investors are more risk-averse than men. But how accurate are the findings today?

By Deanne Gage |July 10, 2013

6 min read

Manipulate psychology to increase savings Fallback Image Decorative pattern

Planning and Advice

Manipulate psychology to increase savings

The only thing more difficult than getting a client into the savings habit is getting her to save more.

By Brynna Leslie |June 24, 2013

3 min read

Leave emotion out of investing Fallback Image Decorative pattern

Industry

Leave emotion out of investing

Your client refuses to diversify the stocks in her portfolio. Instead, she wants her investments heavily weighted in mining firms because her sister owns a jewelry store. But you know it’s not the right time because those stocks have been underperforming. When you show her the facts, she still insists.

By Brynna Leslie |May 22, 2013

3 min read

Harnessing emotion gives investors an edge Fallback Image Decorative pattern

Industry

Harnessing emotion gives investors an edge

If investors want to make high-risk decisions, the prevailing view is they should block out emotions.

By Martha Porado |May 21, 2013

1 min read