‘When change is inevitable, let us embrace it in the right spirit’
“Much bad advice is given for free.” These are the words written by Benjamin Graham, in his famous book, The Intelligent Investor.
by Kamal Manocha Jul 20, 2017
Why distributors should not rely on MF ranking agencies
Go for a fund house with a good track record across market cycles, large size and with skin in the game.
by Joydeep Sen Jul 10, 2017
How to use Twitter efficiently
Here are some Twitter tools to help you curate contents.
by Shri Harsha K May 16, 2017
When to exit debt funds?
If you invested three years ago, you should shift to short-term bond funds
by Joydeep Sen May 8, 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
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