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Behavioural finance: how you think when you invest and how to make better decisions

Much research has been undertaken regarding the biases which people have when making investment (and other) decisions. It’s important to know and understand them in order to avoid them – and the mistakes they engender – when making your own decisions.

Why financial advisors should be shareholders in an asset management company

Fully aligning the interests of financial advisors and their clients has the potential to change the way investment works… to the benefit of both parties.

Trust & compliance: customer relationship challenges for financial services providers

When the General Data Protection Regulation comes into effect on May 25th, financial services firms will face a new potential threat to their on-going challenges with building strong customer relationships. The regulation – dubbed GDPR for short – is aimed at giving European citizens control back over their personal data. Any firm that creates, stores, manages or transfers personal information of an EU citizen can be held liable under the new regulation. Non-compliance is not an option: the fines are steep, with a maximum penalty of €20-million – or nearly R300-million – for transgressors.

Health savings accounts : The intersection of retirement and health care