| What’s in a name? |
| 08:59 May 05,2013 |
| Distributors, investment advisors, financial planners, wealth managers…. Very often the advisor fraternity uses these labels freely and interchangeably. However, each of these labels implies a different model and skills set. |
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| Now MF distributors’ nominees can get commissions without ARN |
| 09:28 Apr 02,2013 |
| Nominees of mutual fund distributors can now get commissions on ongoing SIP transactions and they need not hold ARN license. |
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| MF distributors not keen to take up stock exchange membership |
| 10:44 Mar 03,2013 |
| Distributors are looking forward to MF Utility platform. |
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| Nudging the distributor |
| 02:43 Jan 31,2013 |
| Here is what a preliminary study of the new SEBI Investment Advisers regulations reveals |
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| Should you become an ‘investment adviser’ or ‘distributor’ - points to ponder |
| 08:29 Jan 22,2013 |
| Most IFAs tell Cafemutual that they would prefer to continue to operate on their existing models while others will wait and watch the situation |
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| Most financial planners want to act as both advisors and agents |
| 10:17 Aug 23,2012 |
| Advice and execution are interlinked and cannot be separated, say advisors |
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| AMCs may not encourage direct investments; say it’s a costly affair |
| 10:06 Aug 22,2012 |
| While distributors are worried over the consequences of a direct plan, AMCs say they do not foresee investors rushing towards direct plans. |
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| It is a win-win when IFAs use platforms: Rajesh Krishnamoorthy |
| 03:04 Jul 30,2012 |
| In a two-part interview with Cafemutual, Rajesh Krishnamoorthy, Managing Director, iFAST Financial removes some of the misconceptions associated with platforms and asserts that platforms add tremendous value to IFAs. |
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| MFs may get to charge higher expenses for getting investors beyond top 15 cities |
| 10:55 Jul 21,2012 |
| The higher expense could be used to incentivise distributors who get applications beyond the top 15 cities. |
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| FIFA takes up operational issues faced by IFAs with SEBI |
| 10:01 Jul 10,2012 |
| KYC, change of bank mandate are among the major challenges faced by IFAs |
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| Service tax exemption for distributors from 1 July |
| 07:37 Jun 14,2012 |
| Move will bring some relief to distributors who have seen their margins coming down after the entry load ban. |
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| Revised: AMFI committee recommends that an IFA’s nominees should receive trail commission |
| 04:04 May 24,2012 |
| Panel wants non-certified nominees to receive all dues on commissions as also commissions on SIP investments. |
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| Many big fund houses concur with smaller peers, want upfront commissions to stay |
| 05:19 May 10,2012 |
| AMFI shelves proposal, will look at other options to curb churning. |
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| Pranabda: New distribution channels required for MF penetration |
| 11:34 Mar 27,2012 |
| Finance Minister Pranab Mukherjee made a case to open new channels of distribution for greater penetration of mutual funds while addressing top SEBI officials. |
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| AMCs evaluating 3 options on distributor commissions |
| 07:36 Mar 21,2012 |
| Fund houses consider different options as they seek to build consensus over the sensitive issue of distributor commission. |
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| Distributors welcome exemption from service tax |
| 10:13 Mar 20,2012 |
| In the current budget the FM has proposed it as an amendment under service tax. |
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| ICICI AMC asks distributors to get active |
| 09:42 Dec 20,2011 |
| The fund house is planning to de-empanel some distributors if they fail to achieve their target sales by 31st December 2011 |
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| Canara Robeco stops commission to curb inflows in InDiGo Fund |
| 04:43 Dec 16,2011 |
| The fund house has stopped upfront and trail commission for fresh inflows in its open ended debt fund Indigo Fund |
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| Now investors can buy funds via SMS in IDFC’s Money Manager Fund |
| 06:19 Dec 14,2011 |
| Now investors can buy a mutual fund by just sending an SMS |
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| Top 12 AMCs paid Rs. 1,546 crore commissions to 549 distributors in FY10-11 |
| 04:18 Nov 15,2011 |
| Reliance has paid the highest commission of Rs. 330 crore to 433 distributors across India followed by HDFC which paid Rs. 288 crore in FY2010-11 |
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| AMCs to declare brokerages |
| 06:08 Nov 09,2011 |
| The brokerage will reflect upfront and trail commission paid by a fund house in a financial year paid across all schemes |
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| Wealthforum submits its views on the concept paper to SEBI |
| 03:14 Nov 01,2011 |
| Here is the note given by the popular advisors forum to SEBI on the regulation of distributors |
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| No commission if ARN renewed after six months of expiry: AMFI |
| 09:24 Oct 17,2011 |
| AMFI announces changes on ARN renewal; new rules effective from January 2012 |
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| AMFI’s MF Utility platform to bring in operational ease for distributors |
| 05:47 Oct 10,2011 |
| Competition in the online platform heats up as several players eye a share of the market |
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| How could the SEBI concept paper change your business? |
| 05:35 Oct 03,2011 |
| Ravi Samalad speaks to AMC officials and veteran IFAs to find out what the implications of the proposals in the SEBI concept paper on regulating investment advisors for the industry and its stakeholders |
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| Should I be a Financial Adviser or an Agent – How to decide? |
| 11:28 Sep 30,2011 |
| Here are the decisions that you will have to take if these proposals take shape |
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| Fundsupermart and FundsIndia to opt out of transaction charge |
| 09:51 Aug 28,2011 |
| Fundsupermart and FundsIndia to opt out of transaction charge |
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| No transfer of trail if IFAs shift assets to online distribution platforms, AMFI decides |
| 12:20 Jul 13,2011 |
| AMFI in its board meeting held on Tuesday has decided to keep the existing trail commission guidelines unchanged |
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| AMFI may tweak trail commission rule |
| 09:22 Jul 11,2011 |
| The industry body will decide whether new distributor gets the trail if the existing distributor voluntarily opts out of MF distribution business |
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| Online investment platforms wooing IFAs - Part II |
| 10:53 Jun 29,2011 |
| In this II part of the article on online platforms, Ravi Samalad takes a look at iFAST and reviews IFA concerns about these platforms |
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| Online investment platforms wooing IFAs |
| 02:24 Jun 27,2011 |
| Online investment platforms like iFAST and Mywealthadvisor are looking to partner with IFAs |
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| Fund houses say shifting to monthly trail payout a possibility |
| 05:35 Mar 31,2011 |
| UTI Mutual Fund and Sundaram MF currently incentivize their distributors every month. More fund houses are likely to follow suit if demand from distributors persist |
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| No major dole outs to distributors from load corpus |
| 05:59 Mar 17,2011 |
| Expect no major surprises from AMCs for distributors after SEBI nod on free usage of exit load corpus for marketing expenses |
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| Disclosing commission to investors impractical, say distributors |
| 09:21 Mar 15,2011 |
| Disclosing commissions to investors is an operational nightmare for distributors catering to retail investors |
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| Birla Sun Life offers pension to distributors |
| 02:24 Feb 04,2011 |
| Birla Sun Life Mutual Fund is seeking to build loyalty among distributors; it has begun offering a contributory pension benefit to select distributors |
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| It’s raining commissions on ELSS |
| 10:56 Jan 29,2011 |
| Mutual funds are offering high upfront commission to distributors for getting investments in ELSS products |
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| Fee to replace upfront commission |
| 12:01 Jan 17,2011 |
| AMFI is working on a model wherein investors will pay a charge to distributors instead of upfront commission from MFs |
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| 2011 to be turning point for IFAs |
| 11:11 Jan 05,2011 |
| The business of mutual fund distribution could see a phase of consolidation in 2011 after being in a state of change for more than a year |
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| Expense ratios to remain unchanged |
| 09:32 Dec 23,2010 |
| Existing expense ratios to continue; MFs say no to a flat expense ratio of 1.5% for equity schemes |
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| MFs against removal of exit load |
| 10:09 Nov 19,2010 |
| Bharti AXA and SBI have scrapped exit loads on some of their equity schemes. But it is unlikely to become a trend |
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| ETFs have a long way to go |
| 05:16 Oct 28,2010 |
| Lower commissions, inadequate hedging options and lack of Authorised Participant interest remain areas on concern, finds team Cafemutual |
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| The business of FMPs |
| 05:37 Jan 01,1900 |
| Why some fund houses don’t launch FMPs? |
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| I’ll change the rules of the game in the mutual fund industry: Parag Parikh |
| 11:12 May 11,2013 |
| After running a successful PMS for more than a decade, Parag Parikh has entered the competitive mutual fund space. However, he is not in the race to gather assets and does not consider existing players as his competitors. |
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| FMPs: Thin margins, high volumes |
| 01:15 Jan 22,2012 |
| Despite thin margins, FMPs have ruled the roost in 2011 with the top 10 AMCs managing around Rs. 90,000 crore. |
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| PWC report - Distribution Spectrum and the Changing Business Environment: Indian Mutual Fund Industry |
| 05:28 Jun 27,2011 |
| This PWC report unveiled at the Seventh CII Mutual Fund Summit looks at the issues and challenges facing the industry. Swapnil Suvarna brings you the key highlights |
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| The importance of retirement plan |
| 05:13 Dec 08,2010 |
| “Retire Rich–Invest Rs 40 a day” is the only book in India that talks about retirement planning |
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| Life of Advisor = Life of Pi who had to live with Richard Parker |
| 09:00 Feb 08,2013 |
| Pi lived with a Bengal Tiger (Richard Parker) and its time we learn to adapt ourselves to regulations. |
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| Post the entry load ban, Yogin Sabnis had to rework his business model |
| 11:36 Sep 05,2012 |
| Continuing our series on ‘Challenges faced by IFAs’… |
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| How is the bread buttered? |
| 06:17 Apr 22,2011 |
| Rajan Mehta, Executive Director, Benchmark AMC discusses the pros and cons of various models of compensation |
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| MF industry in talks with legal experts on trail nomination |
| 02:02 Apr 05,2011 |
| Ravi Samalad finds that the mf industry is trying to figure out how a nominee can be paid trail even if he or she is not an ARN holder |
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| The Metamorphosis of an IFA |
| 05:34 Oct 22,2010 |
| Tensing Rodrigues shows how IFAs can prosper and grow under the changed circumstances! |
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| SEBI doesn’t trust MFs, says Kudva |
| 02:38 Nov 26,2010 |
| MF industry has been hit hard by the abolition of entry loads, says Vivek Kudva of Franklin Templeton |
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