Guest Column

Continual Learning: Will AI Give Gray Hair a Pay Cut?

by Dan Philps, CFA Feb 26, 2019

The debt fund spook and what it means for your clients

Whether downgrades or default is a new phenomenon, it is not.

by Vidya BalaFeb 16, 2019

DIE another day, handhold your clients now

Issues with DHFL, IL&FS and Essel (DIE) are rattling nerves but the dust will settle down soon.

by Joydeep SenFeb 11, 2019

Current trends in HNI investing

HNIs believe that the best place to book returns right now is investment funds, followed by equities and fixed income.

by Anirudha TapariaFeb 11, 2019

What to expect from liquid funds in 2019?

Debt guru Joydeep Sen shares his perspective on how the liquid funds category needs to be strengthened.

by Joydeep Sen Jan 2, 2019

Person of the year 2018

Like every year, there were several contenders.

by Navneet MunotDec 27, 2018

‘Ethical selling can help distributors build trust among clients’

Investors expect honesty and transparency when they approach financial advisors.

by Jimmy PatelDec 10, 2018

‘Trail commission ensures that there is no income disruption for distributors’

Committed and dedicated advisers will be able to sustain and grow.

by Rajiv ShastriDec 5, 2018

Meet a fund category safer than liquid funds

The recent IL&FS episode reemphasized that even liquid funds can be volatile like equity funds.

by Joydeep SenNov 21, 2018

Let’s take a close look at anchoring bias

‘Anchoring’ is among the main reasons behind people not investing in equity.

by Amit TrivediNov 19, 2018

Goal based planning goes mainstream. Are you prepared?

Get ready as your clients too will expect this service from you.

by Ronak HindochaNov 12, 2018

‘Advisors should avoid one size fits all approach to recommend life and health coverage’

Advisors should customise solutions to ensure that their clients have adequate life and health insurance.

by B. GovindarajanOct 20, 2018

Mis-selling – goes deeper than you think

There is nothing wrong in being aggressive and pushing for sales; one enters the realm of wrongdoing when the push is all that matters and not who one is selling to.

by Jimmy PatelOct 15, 2018

Grow your financial firm faster

The marketing system you need depends upon the vision you have for your company.

by Maria MarsalaSep 24, 2018

Mutual funds are not for ‘sale’

“When you get something for nothing, you just haven’t been billed for it yet” – Franklin P. Jones.

by Vidya BalaAug 30, 2018

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