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Lack of High-Quality Advice
- Retail investors often rely on unqualified, ad-hoc advice from local brokers.
- Tavaga aims to offer high-quality, consistent advice directly to retail investors, eliminating intermediary biases.
Learning vs. Advice
- Differentiate between financial learning and advice; learning should be educational, while advice should be actionable.
- Be cautious of advice from social media, as it often blurs the line between education and unqualified recommendations.
Mis-selling Problem
- Miss-selling occurs when financial products are pushed onto retail investors without understanding their needs.
- This often stems from advisors prioritizing their own targets over client needs, leading to unsuitable recommendations.