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Client Advisor Relationships

Value of Good Financial Advice

Value of Good Financial Advice

Warren Buffett reckons to be a good investor “All you need is emotional control and the temperament to avoid self-destructive behaviour”. If that is so, why is it so difficult for the average investor?  The problem is we are intuitively

mw@dmin March 22, 2019March 22, 2019 Client Advisor Relationships, Investment Risk, Investment Strategies Read more

Why finding the right financial adviser is essential

Why finding the right financial adviser is essential

What does your financial adviser do for you?  According to Daniel Kahneman Nobel prize winner and author of “Thinking, Fast and Slow”, financial advisers are responsible for: “The anticipation, diagnosis, and the management of client discomfort and regret.” Kahneman &

mw@dmin October 6, 2016October 6, 2016 Client Advisor Relationships, Investment Risk, Personal Finances Read more

Establish a mandate with your advisor

Establish a mandate with your advisor

I found myself on the opposite side of the desk last week requiring medical advice for a minor surgical procedure.  The doctor discussed the procedure with me detailing exactly what was required and a week later I was booked into

mw@dmin June 16, 2016October 27, 2016 Client Advisor Relationships, Personal Finances Read more

Why investors do not use advisers

Why investors do not use advisers

A recent overseas study indicated that 50% of people did make use of a financial adviser.  The reason given was a mistrust of the profession with most potential client choosing no advice over bad advice.   Another study commissioned by Vanguard

mw@dmin June 2, 2016October 27, 2016 Client Advisor Relationships, Investor Behaviour, Personal Finances Read more

Managing fear and greed

Managing fear and greed

Sometimes I wish I had listened to my Mom and studied medicine.  She figured I would make a cute doctor, which I am not sure is reason enough to have become a doctor, but moms usually know best.  That said

mw@dmin January 14, 2016October 27, 2016 Client Advisor Relationships, Investor Behaviour Read more

Value of Advice

Value of Advice

The following extract was taken from an article by Gerda van der Linde Executive Director Institute of Behavioral Finance: “Capital preservation remains a vital ingredient and a major concern for investment strategy over the short to medium term, not taking

mw@dmin November 5, 2015October 27, 2016 Client Advisor Relationships, Investment Risk, Investment Strategies, Investor Behaviour Read more

Middleman

Middleman

The recent white paper on retirement reform has prompted many financial advisors to try and qualify / quantify their value proposition in order to substantiate their fees.   However financial advice is not a simple commodity, which can be compared, priced

mw@dmin July 10, 2014October 27, 2016 Client Advisor Relationships, Investor Behaviour Read more

Bubble Trouble

Bubble Trouble

The latest edition of Noseweek carries a story titled, “BUBBLE TROUBLE.   A South African economic meltdown is imminent, warns the analyst who forecast the last global financial crisis”. The problem with sensationalist journalism / predictions like this is that the

mw@dmin July 10, 2014October 27, 2016 Client Advisor Relationships, Investment Risk, Investment Strategies, Investor Behaviour Read more

Ukraine crisis – We live in fear

Ukraine crisis – We live in fear

At the risk of committing career suicide I would like to admit the following.  I have no idea the affect Ukraine will have on our share market over the next few months……..  I can hear the response “What! You don’t

mw@dmin June 19, 2014October 27, 2016 Client Advisor Relationships, Investor Behaviour, Market behaviour Read more

Who’s flying the aeroplane?

Who’s flying the aeroplane?

One of clients used an aeroplane analogy in describing the management of his investment portfolio.  He considered himself to be a passenger on an aeroplane being flown by the asset manager with my role, as his adviser, as steward.   This

mw@dmin February 27, 2014October 27, 2016 Client Advisor Relationships Read more

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