Understanding the “Explorer” Behavioural Persona
The InvestorEQ risk tolerance assessment is designed to uncover key psychological factors that…
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Connecting Advisors to their Clients with Behavioural Finance
Client-focused reforms boost the rationale for financial advisor practices to adopt behavioural finance…
From CFRs to Competition, Digital Technology Is the Path Forward for Financial Advisors
With Client Focused Reforms (CFRs) barrelling down the pipe for Canadian financial advisors,…