Thursday, October 19, 2017

Here are the advisory practices of 4 major countries which offer a hint to where our regulations could be headed.

MF advisory practices of 4 major countries

A well thought out and diligently implemented process is a hallmark of a successful adviser's practice.

The importance of system for advisers

From 34,627 in 2016, the number of ARNs (individuals) registered in B15 towns has gone up to 38,593 in 2017.

51% of MF advisers are registered in B15 cities

Research has shown that retail investors are prone to buy high and sell low.

How to manage clients' emotional reactions to market stress

To promote clients' well-being, financial advisers must ask a simple question: "How are you?"

To compete with robos, advisers must become financial physicians

SEBI is seeing what best fits Indian circumstances on the fee versus commission debate.

SEBI studying global advisory practices on fee

Suresh Sadagopan of Ladder7 Financial Advisories on the concept of life planning.

Enjoying the journey called life!

Don Phillips on the 5 areas of focus for today's successful financial advisers

Control what you can, don't fret about the rest

FSDC committee has proposed to create a common license for all advisers.

Bring all intermediaries under uniform regulation: FSDC

Davanagere based adviser Ramesh Hegde started from scratch after his automobile service station wound up.

How Ramesh Hegde built over Rs 100 crore MF assets

Morningstar has launched Adviser Workstation, a powerful tool which helps advisers make a case for investing in mutual funds.

A powerful tool to build your business

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
23/08/2017 Morningstar Adviser Forum 2017 Navi-Mumbai
19/08/2017 Morningstar Adviser Forum 2017 Hyderabad
19/07/2017 Morningstar Adviser Forum 2017 Bhopal
18/07/2017 Morningstar Adviser Forum 2017 Indore
20/06/2017 Morningstar Adviser Forum 2017 Mumbai
12/06/2017 Morningstar Adviser Forum 2017 Nagpur
24/05/2017 Morningstar Adviser Forum 2017 Chennai
23/05/2017 Morningstar Adviser Forum 2017 Bangalore
27/04/2017 Morningstar Adviser Forum 2017 Pune
18/04/2017 Morningstar Adviser Forum 2017 Delhi
22/03/2017 Morningstar Adviser Forum 2017 Lucknow
21/03/2017 Morningstar Adviser Forum 2017 Kanpur
15/02/2017 Morningstar Adviser Forum 2017 Chandigarh
18/01/2017 Morningstar Adviser Forum 2017 Jaipur
14/12/2016 Morningstar Adviser Forum 2016 Kolkata
08/12/2016 Morningstar Adviser Forum 2016 Ahmedabad
07/12/2016 Morningstar Adviser Forum 2016 Surat
24/11/2016 Morningstar Adviser Forum 2016 Nashik
31/08/2016 Morningstar Adviser Forum 2016 Hyderabad
30/08/2016 Morningstar Adviser Forum 2016 Bangalore
23/08/2016 Morningstar Adviser Forum 2016 Goa
11/08/2016 Morningstar Adviser Forum 2016 Mumbai
05/07/2016 Morningstar Adviser Forum 2016 Chennai
09/06/2016 Morningstar Adviser Forum 2016 Vadodara
11/05/2016 Morningstar Adviser Forum 2016 Pune
26/04/2016 Morningstar Adviser Forum 2016 Delhi

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