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Saturday, February 16, 2019
ADVISER

'Most investors find it difficult to prioritize goals'

Amol Joshi talks about the benefits of goal based advisory for investors and advisers.

'Most investors find it difficult to prioritize goals'
ADVISER

R&Ts rush to convert SIP e-mandates into physical ones

Systematic investment plans registered through e-sign based e-mandates will be valid till February 15, 2019.

R&Ts rush to convert SIP e-mandates into physical ones
ADVISER

Industry adds 3 lakh SIPs in January 2019

The SIP folio base went up from 2.54 crore in December 2018 to 2.57 crore in January 2019.

Industry adds 3 lakh SIPs in January 2019
ADVISER

Equity inflows dip further in January 2019

Equity funds received net inflows of Rs 4,914 crore in January 2019 as compared to Rs 5,765 crore in December 2018.

Equity inflows dip further in January 2019
ADVISER

'We can't remove emotions from investing'

Erik Johnson talks about the importance of behavioral coaching for investors.

'We can't remove emotions from investing'
ADVISER

Resolve your mutual fund queries here

Mumbai-based adviser Khyati Mashru is holding an event to dispel myths about mutual funds and resolve investors queries.

Resolve your mutual fund queries here
ADVISER

How connection will fuel your growth in future

There are two trends that have emerged that should, I believe, cause any adviser to sit up and take notice.

How connection will fuel your growth in future
ADVISER

Why custom content is so important to your marketing

Content can be a powerful marketing tool. It can differentiate you, display your expertise, and make you easier to find.

Why custom content is so important to your marketing
ADVISER

The 5 biggest lessons I have learned as an adviser

Sheryl Rowling, Principal, Rowling & Associates, shares her success mantra.

The 5 biggest lessons I have learned as an adviser
ADVISER

How to advise preservers

Once advisers understand the various investor types at play, they can adjust their advisory approach for each type.

How to advise preservers
ADVISER

Divorce financial planning: What advisers should know

How the psychology of money can impact your clients in a divorce.

Divorce financial planning: What advisers should know
ADVISER

In 4 years, Dehradun duo build Rs 500 crore assets

Read the journey of Achin Jain and Nitin Avasthi who have built the fastest growing advisory practice in Dehradun.

In 4 years, Dehradun duo build Rs 500 crore assets
ADVISER

What stops distributors from becoming RIAs?

Distributors are hesitant to adopt RIA model due to client's unwillingness to pay fee and regulatory uncertainty.

What stops distributors from becoming RIAs?
ADVISER

How to master social media

Leslie Marshall, Head of Experiential Marketing at Morningstar, shares social media tips for advisers.

How to master social media
ADVISER TALKS

Both distribution and RIA model will thrive in India

Suresh Sadagopan of Ladder 7 Financial Advisories talks about his journey in advisory.

Both distribution and RIA model will thrive in India
ADVISER

This 35-year-old IFA manages Rs 1,000 crore AUA

Samir Vora of Ocean Finvest aims to have 100 branch offices by 2022.

This 35-year-old IFA manages Rs 1,000 crore AUA
Read More...

Schedule of Events

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Past Events

Date Event Name Location
05/02/2019 Morningstar Adviser Forum 2019 Cochin
30/01/2019 Morningstar Adviser Forum 2019 Rajkot
19/12/2018 Morningstar Adviser Forum 2018 Varanasi
27/11/2018 Morningstar Adviser Forum 2018 Coimbatore
10/07/2018 Morningstar Adviser Forum 2018 Kolkata
27/06/2018 Morningstar Adviser Forum 2018 Chennai
06/06/2018 Morningstar Adviser Forum 2018 Mumbai
24/05/2018 Morningstar Adviser Forum 2018 Jaipur
01/05/2018 Morningstar Adviser Forum 2018 Bangalore
10/04/2018 Morningstar Adviser Forum 2018 Delhi
20/03/2018 Morningstar Adviser Forum 2018 Pune
23/02/2018 Morningstar Adviser Forum 2018 Nashik
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad
17/11/2017 Morningstar Adviser Forum 2017 Surat
16/11/2017 Morningstar Adviser Forum 2017 Vadodara
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

Adviser Newsletter Archive

I want IFAs to get a positive energy when they meet me

 10/10/2018

I aim to buy my Rolls Royce before I turn 50

 27/09/2018

My business grew after SEBI came up with direct plans

 12/09/2018

How advisers can use Google Analytics

 24/08/2018

The uncomfortable truth about success

 14/08/2018

What your clients told me about your website

 25/07/2018

Why stock brokers should get into mutual fund advisory

 18/07/2018

11 tips to master LinkedIn

 04/07/2018

Now, execute transactions through Morningstar Advisor Workstation

 25/04/2018

21 must-have tools for IFAs to boost productivity

 04/04/2018

Advisers wear the coaching hat

 21/03/2018

How advisers should deal with media

 14/03/2018

How to deal with sudden money

 07/03/2018

Why should financial advisers care about our body language?

 21/02/2018

Does removal of additional commission impact IFAs?

 06/02/2018

Fintech: revolutionizing wealth management

 09/01/2018

New distributors flocking to mutual funds

 22/08/2017

Why do clients break up with their adviser?

 22/08/2017

6 steps to create a better strategic plan

 01/08/2017

What benchmarks do you use for success?

 03/07/2017

Love for numbers

 19/06/2017

College dropout Shailesh strikes gold in MF advisory

 06/06/2017

Turning adversity into success

 10/05/2017

Understanding client anxiety during market swings

 25/04/2017

Why Vivek is moving to fee-only advisory

 22/05/2017

How advisers Vinod & Rajesh built 600 crore AUM in MFs

 22/02/2017

Skeptics had written us off, today we advise Rs 10,000 crore AUA

 07/03/2017

How WhatsApp is helping advisers bond

 20/03/2017

4 success mantras from Nilesh Shah of Kotak MF for advisers

 10/04/2017
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