Guest Column

While investors may save some cost by going direct, when a client needs hand holding and empathy, this may look like ‘penny wise pound foolish’ decision. Advisors need to articulate this to clients.

Are we embarking on a new era of prosperity? Or has the crisis morphed somehow into something altogether different?

We live in a world of constant uncertainty. A stock price going up after you sell the stock, or a bond price going down after you buy the bond, tells you nothing about whether or not these were appropriate choices given an investor’s policy.s

Does behavioral finance go beyond exposing the weaknesses of conventional economic thinking and offer solutions? For instance, does it provide tools that professional investors can employ to overcome behavioral biases like groupthink or conformity?

Investors who do nothing and stay calm when markets fall are perhaps doing the wisest thing.

Vidya Bala, Head, Mutual Fund Research, FundsIndia.com lists 3 common mistakes clients make while investing.

After a financial crisis, 50-80% of your clients will come back to you. So don’t worry about direct plans, instead direct your attention to clients who value your service.

Amit Trivedi of Karmayog Knowledge Academy asserts that notwithstanding the recent events, the MF industry is set to register further growth and the beneficiaries will be those who are ready to adapt.

Carl Richards, author of the book ‘The Behavior Gap’, gives six tips on how the investment industry can change the world.

Gaining creativity has two major accelerants. First, constantly be aware of your and your firm’s boundaries. Second, creativity is about awareness. So the remedy here is: you guessed it, meditation and to challenge orthodoxy by taking mental leaps of faith.

Vinayak Sapre of Insights gives practical advice on how advisors can grow their SIP book irrespective of where the market moves.

Like every year, there were several deserving contenders but the winner is…Read on to find out!

Look at the correction as an opportunity to engage with your clients, says Amit Trivedi of Karmayog-Knowledge.

Here’s a comparison of what Robo advisors vis-à-vis human advisors have to offer to their clients.

While IRDA’s motive in trying to stop the insurance industry’s self-inflicted spiral of descent to the depths cannot be faulted, could some remedial measures have been taken by the industry itself? Perhaps yes.