'Writing has helped me build my practice'
SIP Champions
Dev Ashish, SEBI Registered Investment Adviser and Founder, Stable Investor, talks about his decision to become an RIA and how writing articles on personal finances has helped him convert clients. Dev has authored more than 500 articles on his website
'Choose what you want to be - UBER or Black & Yellow Taxi'
Retail Practice
At the Network FP Conference held in Mumbai, Nilesh Shah, Managing Director, Kotak Mutual Fund, talked about why Independent Financial Advisers (IFAs) are losing market share in mutual fund industry and what they can do to participate in the growth of the industry.
How conversation triggers increase referrals
Retail Practice
Referral opportunities happen in the moment, as part of a conversation about real issues and challenges.
8 ways to help clients achieve their financial goals
Retail Practice
Jimmy Patel, MD and CEO, Quantum Mutual Fund, on how advisers can help clients stick to their financial goals.
New IFA ARN registrations drop by 55%
Retail Practice
New Independent Financial Advisers (IFA) ARN registrations have dropped by 55% from 14,311 during April-December 2018 to 6,431 in April-December 2019.
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