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Highlighting the key issues faced by the mutual fund distribution community, Federation of Independent Financial Advisors (FIFA) has submitt ...
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Financial advisors with mobile apps are more likely to succeed in the future. A survey by business and management consulting firm EY shows t ...
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In its board meeting, SEBI accepted the new valuation norms for debt mutual funds proposed by Mutual Fund Advisory Committee. Here are some ...
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Digital payments are now commanding a significant share in mutual fund transactions. A recent AMFI – CRISIL study shows that over the ...
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At the second AMFI Annual Summit held in Mumbai, SEBI chief Ajay Tyagi commended the industry for achieving stellar growth in the last few y ...
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In recent times, we have seen quite a few advertisements and promotions for direct plans of mutual funds. They talk about how much you stand ...
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I’ve been at Morningstar since 1994. Over this period, the industry has grown massively, and it has changed to a better-run, more prof ...
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With rising inflows in mutual funds, the Rs 21 lakh crore mutual fund (MF) industry is seeing a steady increase in new distributors joining ...
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The fifth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...
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Financial literacy is the most important form of education. We can be a richer country, a richer world, if we are taught the basics of savin ...
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The fourth ‘Principal Business Champions’ contest got an overwhelming response from the IFA community. ‘Principal Business ...
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Face it – what most of us do for clients is indistinguishable from what other advisors do for clients, at least from the clients&rsquo ...
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The government has implemented some changes regarding the Public Provident Fund (PPF) and National Savings Certificate (NSC). If the holder& ...
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With markets crossing the level of 32000 mark there come a lot of challenges. For any ‘ADVISOR’ I think such times are most chal ...
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Money Quotient is a very good platform for the budding and existing Financial Advisors. The Process of Money Quotient helps in building a go ...
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Padmashri Dr. Devi Shetty is the Founder and Chairman of Narayana Hrudyalaya. Narayana Hrudayala in Bangalore performs heart surgeries at 1/ ...
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Since the 2008 financial crisis, multiple innovative technology companies have been challenging the investment advisory status quo with dire ...
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I’ve written many posts about checklists, but realize that I have neglected context for financial advisors. The issue was highlighted ...
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In a perfect world, investors would always act rationally. When people are faced with dramatic public events or unexpected personal setbacks ...
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Today everyone has a smartphone. Everywhere we go we see young kids using various apps with ease. In fact, most kids are playing in their ph ...
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