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
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
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
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
Daniel Goleman: Three Steps to Better Investing
For financial advisers, one of the toughest moments is when markets are not doing well. People start to panic. That’s a moment when your calm, your clarity, is extremely crucial for the other person to sense that they don’t have to panic.
by Matthew Borin Oct 29, 2016