Guest Column

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 DesaiDec 19, 2016

by Shreenivas Kunte, CFADec 17, 2016

by Chandur BhayaDec 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 GuptaNov 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 BorinOct 29, 2016

Importance of average maturity while choosing debt funds for your clients

You need to consider the investment horizon as the starting point and align it with the average maturity of the fund to ensure that it is in line with your client’s time horizon and risk profile.

by Kishorkumar BalpalliOct 18, 2016

‘I ran my first half marathon at the age of 40’

Running helps me take better decisions and have a very healthy work life balance.

by Vikaas SachdevaOct 14, 2016

Distributor or RIA?

If you feel that the adviser model is not viable for you then you may keep functioning as a distributor focussing on mutual funds only without digressing into the advisory route.

by Kishorkumar BalpalliOct 7, 2016

How can IFAs build a robust retail business

Retail fund distribution is undergoing a structural change. Opportunities are plentiful and distributors need to provide a comprehensive solution catalogue in alignment with the needs of customers.

by Suraj KaeleyOct 7, 2016

Is money management a profession or business?

If one sees this activity as a profession rather than a business, one will be more likely to have the best intention and interest of the client in mind.

by Neil ParikhOct 6, 2016

How to create an IFA Inc.?

Small and large IFAs must come together and corporatize themselves into a single, united business entity.

by Nilesh ShahOct 3, 2016

Managing volatility will draw investors towards MFs

To increase investor confidence in MFs, we have to manage volatility. If we achieve this, there will be no reason for investors to stay away from MFs.

by S. K. BagariaSep 1, 2016

Soft Skills for Finance: Books That Inspire

by Heather Packard, CFAAug 26, 2016

7 strategies for organizing effective investor awareness programs

Through IAPs, an adviser gets to address a group of investors.

by Sadique Neelgund, Founder & CEO, Network FPAug 17, 2016

‘Do not fear direct plans or commissions disclosure’

Srikanth Matrubai of Sri Kavi Wealth, bestowed the Samman Award recently at the MFRT Conference, cites the interesting evolution of cab services to show how IFAs can tackle the competition from direct plans. Read on.

by Srikanth Matrubai, CEO, Sri Kavi WealthAug 11, 2016

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