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Financial Planning

How to deal with tough clients
A whitepaper by Wells Fargo Advantage Funds shares useful tips for advisors on how to deal with tough clients.
by Team Cafemutual May 26, 2016
How can you create client personas?
A client persona goes much deeper into identifying specific traits, characteristics and other ways in which this person is influenced when making decisions.
by Team Cafemutual May 26, 2016
43% Indians wish to invest more: Survey
The Principal Financial Well Being Index 2015 survey measured the concerns, attitudes and behavior of Indian households related to financial security.
by Team Cafemutual May 13, 2016
Women are risk averse as compared to men, shows FinaMetrica data
The data shows that in five out of six couples, men tend to favour riskier investments while women typically have more conservative tastes.
by Team Cafemutual May 13, 2016
Brick and mortar IFAs apprehensive about the quality of robo advice: CFA survey
46% of respondents say that flaws in automated financial advice algorithms as the biggest risk in robo-advisory.
by Banali Banerjee May 10, 2016
‘My mother has been investing in MFs for the past 15 years’
What MF honchos learned from their mothers regarding saving and investment.
by Ravi Samalad May 6, 2016
Mom and Money: “Lessons she taught me”
What advisors learnt from their mothers about savings and investment.
by Poonam Bansal May 6, 2016
Ways to educate client’s children about financial planning
Youth today are the biggest consumers. Most of them spend their pocket money on fashion or technology.
by Team Cafemutual May 2, 2016
Is the traditional system of financial planning changing?
Advisors would do well to make their clients understand that financial planning is always incomplete without the involvement of family.
by Poonam Bansal Apr 30, 2016
Does your client give you credit for portfolio gains?
A study shows that 7 out of 10 affluent clients do not give credit to their financial advisors for gains in their investments.
by Team Cafemutual Apr 18, 2016
Tailor made client statements
To cater to different kinds of investors, advisors also use different approaches. While some advisors send the statement received by them from AMCs to clients, others use third party white labelled software’s for all their clients.
by Poonam Bansal Apr 16, 2016
5 principles that fuel your clients fear
A practical guide to understanding and acting on the key factors that govern your clients’ thinking.
by Team Cafemutual Apr 4, 2016
Does goal based investing help achieve better outcome?
A white paper published by Investment Management Consultant, a US based advisory firm, shows that goal-based investing helps the investor to become more familiar with the financial markets and limitations of the same.
by Poonam Bansal Mar 31, 2016
66% of Indian women take own investment decisions
The survey was carried in US, UK, India, China, Hong Kong and Singapore.
by Banali Banerjee Mar 10, 2016
Advisors improve saving behaviour among investors: Study
A research shows that investors who have hired financial advisors save twice the rate of those who are managing their money without any help.
by Banali Banerjee Mar 4, 2016