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How to ace online meetings

The lockdown ensuing COVID-19 outbreak has restricted many of us to stay indoors and changed the way we work and interact with people. Needless to say that technology has come to the rescue for many of us.

Ravi Samalad | Read More
Managing client's wealth during turbulent times

Akin to previous market falls (dot com bubble, 2008 meltdown), the current scenario presents an opportunity for advisers to nudge investors to increase allocation towards equities. And that's what most advisers are doing.

Ravi Samalad | Read More
The right way to reassure clients

There are good ways and bad ways to try to reassure clients as we all grapple with the onset of the bear market. You can share economic statistics. Tell clients to keep calm. You can compare this market to previous markets.

Guest | Read More
How to differentiate yourself in this tumultuous market?

During tumultuous times like these, the ability of advisers to offer and showcase their value add through research will different themselves from peers.

Ravi Samalad | Read More
'Advisers also exhibit biases like anyone else'

Prasad Ramani, CFA, runs Syntoniq, a B2B tech firm that helps advisers gauge investors behavioral biases and blind spots. Syntoniq, which currently operates in United States and Canada is set to launch in India. Ramani talks to Morningstar about the biases investors face and how advisers can help overcome them.

Ravi Samalad | Read More
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