2 Robo web tech strategies for human advisors
How human advisors can compete with Robo Advisors by building a good website.
by Kellie Gibson Oct 5, 2015
Guard yourself from risks in debt funds
When we say ‘limit’ your risk, we clearly mean that debt space is not devoid of risk.
by Vidya Bala Sep 21, 2015
Past returns and how much to rely on it
‘Past returns are not indicative of future performance’ goes the disclaimer. So, why do we rely on past performance?
by Vidya Bala, Head - Mutual Fund Research Aug 14, 2015
Why do women play second fiddle in financial decisions?
I can clearly see large benefits accruing to society if financial empowerment of women is taken up in right earnest, says Harshendu Bindal, President, Franklin Templeton Investments India.
by Harshendu Bindal Aug 10, 2015
India is likely be impacted from the flight of safety to dollar assets
We may see some volatility in the domestic equity, debt and the forex market. Having said that, since the last QE3 tantrum, RBI has increased its forex reserves to around US$ 355 bn. This provides a strong cushion for any spike in dollar demand.
by Nilesh Shah, MD, Kotak Mutual Fund Jul 6, 2015
‘Going direct is penny wise, pound foolish!’
While investors may save some cost by going direct, when a client needs hand holding and empathy, this may look like ‘penny wise pound foolish’ decision. Advisors need to articulate this to clients.
by Vinayak Sapre Jul 4, 2015
Are we headed for another global financial crisis?
Are we embarking on a new era of prosperity? Or has the crisis morphed somehow into something altogether different?
by Ron Rimkus, CFA Jun 18, 2015
Have the behaviorists gone too far?
We live in a world of constant uncertainty. A stock price going up after you sell the stock, or a bond price going down after you buy the bond, tells you nothing about whether or not these were appropriate choices given an investor’s policy.s
by Ron Rimkus, CFA May 15, 2015
Investment Decisions: How to Avoid Groupthink
Does behavioral finance go beyond exposing the weaknesses of conventional economic thinking and offer solutions? For instance, does it provide tools that professional investors can employ to overcome behavioral biases like groupthink or conformity?
by Usman Hayat, CFA May 14, 2015
What to tell clients when markets correct
Investors who do nothing and stay calm when markets fall are perhaps doing the wisest thing.
by Vidya Bala Apr 20, 2015
The real risk to your client’s investments
Vidya Bala, Head, Mutual Fund Research, FundsIndia.com lists 3 common mistakes clients make while investing.
by Vidya Bala Apr 12, 2015
Don’t worry about direct plans, direct your attention towards clients
After a financial crisis, 50-80% of your clients will come back to you. So don’t worry about direct plans, instead direct your attention to clients who value your service.
by Amit Bivalkar, Sapient Wealth Apr 9, 2015
“What is the future of the mutual fund industry?”
Amit Trivedi of Karmayog Knowledge Academy asserts that notwithstanding the recent events, the MF industry is set to register further growth and the beneficiaries will be those who are ready to adapt.
by Amit Trivedi Apr 5, 2015
Carl Richards: 6 things the investment industry can do to change the world
Carl Richards, author of the book ‘The Behavior Gap’, gives six tips on how the investment industry can change the world.
by Lauren Foster Feb 19, 2015
Skills that separate you as an investment manager: creativity
Gaining creativity has two major accelerants. First, constantly be aware of your and your firm’s boundaries. Second, creativity is about awareness. So the remedy here is: you guessed it, meditation and to challenge orthodoxy by taking mental leaps of faith.
by Jason Voss, CFA Jan 12, 2015