Easy empanelment, automatic calculation of advisor’s commission and client portfolio services are among the additional features that will make the IFA’s life smoother and easier.
Investors understand what their needs and goals are; they just need some guidance through the process, believes Randal Bachman, Head of Business Development, Principal International USA.
In the large cap space, financial stocks were among the most sough-after ones. Of the top 10 buys, six large cap companies were from the financial sector.
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