Which customers are most likely to be taken for a ride? It’s a strange question to ask, but one worth reflecting on. And the answer might surprise you. It’s not always th ....
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Socrates was asked, “What basis is wisdom built on?” His answer was simple: "I know that I don’t know." Let that settle in for a moment. Now, look around. Everywh ....
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A global bank’s head of wealth recently said, “We remain cautious in terms of where to deploy incremental risk assets. Our message has not been to liquidate your portfolio and ....
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A few weeks ago, I met Aakash, a client of one of the firms we had recently acquired at Happyness Factory. He was a sharp, articulate gentleman. A professor of business analytic ....
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“If I don’t do it, someone else will.” “The client wants it.” These are two of the most common excuses I hear from financial professionals. And honestly, they’ ....
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I asked Rahul, a seasoned entrepreneur, where he thought the Sensex would be in 2050. He paused, thought for a while, and said, "I don’t know… maybe 250,000 or 300,000."Then I ....
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 The US has been the world’s largest economy for more than 100 years, and will maintain its lead, in 2025 with a GDP of $30.3 trillion. China also holds its 2nd po ....
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Words matter.The way we describe things shapes how we think about them. For investors, this is especially true. The language we use can either clarify or confuse. It can inspire co ....
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“Your portfolio is very good, but these are relative return strategies,” said Priya, a wealth manager, to Tarun, a senior chartered accountant. “You need an absolute return s ....
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