‘Give financial lessons now to get them as clients later’
Advisors feel that IFAs can get the second generation of existing clients by involving them in financial planning process.
by Daya R May 23, 2017
How to advise family of special needs child
Families of children with special needs have a different set of challenges that advisors need to understand when planning for their finances
by R Daya May 15, 2017
Equity exposure best for children’s education, say IFAs
Most IFAs prefer equity and balanced funds to plan for the higher education of their client’s children
by Daya Ragunathan Apr 27, 2017
Child plans: Top mistakes your clients make
Here are a few pitfalls you need to look out for and avert when you encourage your clients to invest for their kids.
by Daya R Mar 15, 2017
Child plans: Untapped opportunity for IFAs
A five-minute guide on how IFAs can benefit from planning for the future of their client’s children.
by Daya R Feb 7, 2017
Ways to educate client’s children about financial planning
Youth today are the biggest consumers. Most of them spend their pocket money on fashion or technology.
by Team Cafemutual Dec 28, 2016
Mutual funds gaining popularity as preferred investment avenue for children’s future
Popularity of mutual funds as the most preferred investment avenue for children’s future has grown to 27% in 2014 from 18% in 2013, shows a survey conducted by ING Vyasa Bank.
by Team Cafemutual Oct 18, 2016