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News and articles to keep you informed and updated.
What really happened to six funds of Franklin Templeton which are closed for redemptions? Why did FT take this call? Historically, FT&rsq ...
Here is my take on its impact to various market intermediaries. B-30 Overall negative for B-30. Small and genuine distributors in B-30 ...
Fitbit is an amazingly successful global idea – you wear your personal fitness tracker like a watch around your wrist, and it keeps a ...
In a nutshell Some uncomfortable client conversations have begun after commission disclosure in CAS statements have been enforced, and it i ...
Charging fee to clients is a fairly new concept in India and as such there is not much precedence on the right way to do it. As such, a lot ...
To facilitate smooth transition for families of Central Government Employees eligible for pension; the -Government has simplified family ...
In its efforts to enable investors to evaluate potential future risks in funds they invest in; SEBI issued a circular on June 7, 2021. Here ...
The past one year (2020-2021) has been mixed and has changed a lot of things around us, passive investing seems to be slowly picking up when ...
Following with global trends, insurers in India are also toying with the idea of seeking vaccination certificates from prospective policyhol ...
The RBI raised the interchange fee on each financial transaction at an ATM which will come into effect from August 1, 2021. ▪️ The la ...
Einstein observed: “Compounding is the eighth wonder of the world.” As financial advisors, we quote this to our clients almost e ...
I will come straight to the point. I think advisors are over obsessed with equity investments. They mostly believe that it is only equity wh ...
In cricket, it’s not only about hitting the ball hard. It’s the right timing which makes more impact to the final result. Financ ...
Investment advisory is a great profession to be in. It holds tremendous potential if you keep the following things in mind. 1. Integ ...
My observations on SEBI’s press release proposing amendments to Investment Advisor regulations: (1) India is not ready for such ext ...
Being an IFA myself, I have been closely watching the developments in the industry in the recent past. I am putting down my thoughts on some ...
A recent committee report on mutual fund cost and remuneration talks about decreasing trail and eventually stopping it after a few years. Wh ...
With so much buzz around technology and innovations in our industry, it is but natural for IFAs to feel that if they don’t plunge head ...
What are the key success factors that enable some IFAs to leave the rest of the pack far behind and build large and successful businesses? H ...
Equity markets are scaling new highs, interest rates are falling, mutual fund inflows are swelling, investor folio count is growing – ...
AMFI’s proposal on an all trail commission model to replace the upfront + trail model has created a flutter within the distribution fr ...
