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The role of the wealth manager is to manage emotions and greed of clients, to bring a disciplined approach to their investments. It is not just about picking a fund to invest in.
Buy right and sit tight, conviction to the product are challenges for investors especially during market movements.
Discipline sometimes means the advisor will not change the investments especially when there is a longer time frame. Investors need to avoid getting bored and looking for excitement in investments.
Most investors look to advisors conviction to make decisions on changing or sticking to funds.
For fund managers, true to label is a challenge. Pressure to deliver regular return that beat benchmark can challenge fund managers to maintain conviction.
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