The fourth part of our psychology of investing series takes a closer look at loss aversion. Have you ever held onto an investment longer than you should because you were afraid of ...
Do you know how your investments are performing annually? Thanks to rules introduced by the Client Relationship Model Phase 2 (CRM2) investors must receive an annual performance re...
The third part of our Psychology of Investing series takes a closer look at overconfidence bias. Overconfidence can be extremely dangerous when you’re investing as it can lead to f...
Our latest regulatory review looks at all regulatory releases and notices issued by the Nova Scotia Securities Commission and the Canadian Securities Administrators (CSA) since Feb...