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Guest Column

Should you recommend credit-play corporate bond funds to clients?
IFAs can look at recommending a limited exposure, say 15% to 20% of the fixed income allocation of the portfolio to credit opportunity funds of well managed AMCs.
by Joydeep Sen Mar 10, 2017
The rise of the machines
An IFA can handle the client’s emotions, hold hands and give assurances or remind them about the inherent risks.
by Amit Trivedi Feb 21, 2017
Become absolutely engaged to maximize client engagement
Financial advisors would have a certain level of boldness and ability to think big.
by Stephen Wershing Feb 10, 2017
Union Budget 2017-18: Road Remains Clear for Bond Investors
Advisers should emphasize on shorter maturity bond funds.
by Joydeep Sen Feb 2, 2017
Attracting referrals with content marketing
by Stephen Wershing Jan 18, 2017
How do you know you are providing “The Disney Experience”?
You have a concept of what it is like to work with your firm. It plays like a movie in your head. How do you make sure the actual client experience is the same as that movie?
by Stephen Wershing Jan 12, 2017
Top 20 Films about Finance: From Crisis to Con Men: Part II
In this part, we have covered the remaining 10 films.
by Usman Hayat Jan 11, 2017
Top 20 Films about Finance: From Crisis to Con Men: Part I
In this series, we have covered 10 films.
by Usman Hayat Jan 10, 2017
What 2017 holds for equity markets?
The fundamental strength of the economy and attractive valuation levels of the market (1 year forward P/E for BSE Sensex at 14.7x, moderate levels implying low risk) present a positive outlook for equity.
by Anand Radhakrishnan Jan 5, 2017
The number one way to boost referrals
Your clients are surrounded by people you would like to be introduced to all the time. Help them recognize the opportunities to introduce you when the timing is right.
by Stephen Wershing Dec 31, 2016
Know Your Client: Talking to Women about Investing
by Barbara Stewart, CFA Dec 23, 2016
Women advisors, take the leap for outsized rewards
Both men and women clients see women as more trusting and serious players in the business.
by Aditi Kothari Desai Dec 19, 2016
Behavioral insights on financial advice
by Shreenivas Kunte, CFA Dec 16, 2016
How to choose the right platform?
by Chandur Bhaya Dec 13, 2016
Why are alternates important for advisors
Advisors can now introduce sophisticated investment products to their clients that until recently were only available to institutions and the ultra-wealthy.
by Akshay Gupta Nov 5, 2016