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Behavioral Finance: How to Help Clients Avoid Bad Investments

By Suresh Sadagopan, CFP, India

Do we change the fundamental course of our lives based on what is happening in our environment? We may do some course correction, but fundamental changes are unlikely and we most likely persist with what we have believed in all along.

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Financial Planet Poll: How much do you rely on financial news when providing advice to clients?

Point/Counterpoint: Does financial news matter?

Warren Ingram CFP South Africa

Warren Ingram, CFP says financial news is noise:

It might seem strange for a person who appears regularly in the media to to state that financial news is noise. I feel that very little financial reporting contains valuable information. Real-time financial news actually inhibits good financial decision-making. Most investors would be better off if they ignored financial news.

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“Treating Customers Fairly” Law = Credible Information for Advisors and Consumers

By Almo Lubowski, CFP, South Africa

When considering the topic of good and credible financial information, especially for consumers, the regulatory concept of Treating Customers Fairly springs to mind. For those that are not aware Treating Customers Fairly (TCF) is an outcomes based regulatory concept or regulator tool initiated by the financial regulator in the United Kingdom and thereupon also adopted by the South African regulator in the recent past.

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