Financial Planning

Paraplanners being increasingly chased by advisors
India too sees the trend of advisors hiring paraplanners to assist them.
by Banali Banerjee Jul 17, 2015
When you should be changing your SIP in mutual funds?
by Source: Jul 15, 2015
‘The payoff of life planning approach is significant for advisors’
Vishal Dhawan of Plan Ahead Wealth Advisors speaks to Cafemutual on the benefits of adopting life planning approach for advisors.
by Ravi Samalad Jun 23, 2015
Do AMC officials take help of financial advisors to manage their personal finances?
Some AMC officials believe it is necessary to hire a financial advisor while others manage their investments on their own.
by Banali Banerjee Jun 15, 2015
How to get your clients out of debt
Advisors suggest that changing lifestyle is the most effective way to get clients out of debt.
by Banali Banerjee Jun 12, 2015
Are your clients equipped to deal with an unexpected calamity?
Prevention is better than cure, goes the adage. While you can’t possibly prevent a natural calamity, you can prepare well for it in advance by making sure your clients are adequately insured and have an emergency fund.
by Banali Banerjee Jun 2, 2015
Financial advisors are primary source of information for women investors: Prudential US study
However, fewer women respondents are making use of financial professionals who could help them achieve their financial goals, even as more women take responsibility for managing household wealth.
by Team Cafemutual Apr 24, 2015
Help clients understand their relationship with money
Vipin Khandelwal, Founder & CEO of Learning Infinite, says advisors add value not just by identifying the right investments but also by helping their clients understand their relationship with money.
by Vipin Khandelwal Mar 25, 2015
7 principles of long term investing
A white paper published by Bishop Advisors, a US based financial advisory firm shares seven investment principles for long term investment.
by Bishop Financial Advisors Mar 23, 2015
Investors with an advisor save more than those without an advisor
Advised investors have higher levels of savings and a greater likelihood of adopting a long-term investment strategy than non-advised investors, shows a study published by Investment Funds Institute of Canada.
by Team Cafemutual Mar 14, 2015
The biological component of behavioral finance
Irrational decisions, loss aversion, and mispriced risk have been linked to hormones found in the human body.
by Susan Hoover Feb 23, 2015
Redeeming investments and borrowing from friends are top ways to cope with exigencies: Principal Study
A research conducted by Principal Retirement Advisors shows that only 28% respondents had some kind of emergency corpus available with them.
by Ravi Samalad Feb 11, 2015
80 percent investors make investment decisions instinctively: Natixis 2014 global survey
60% of investors do not have clear financial goals and 70% don’t have a plan in place to reach what goals they have.
by Ravi Samalad Dec 8, 2014
Should an advisor hire another advisor to manage his own finances?
Though the concept is alien in India, the practice is catching up globally.
by Fouzia Oct 8, 2014
Succession planning is not taken seriously in India, say advisors
Offering succession planning services can add a lot of value to clients while opening up a new revenue stream for advisors.
by Fouzia Sep 1, 2014