Tuesday, February 20, 2018

Why should financial advisers care about our body language?

Body language and success

India Markets Observer 2018 covers wide-ranging topics which aim to empower advisers.

A definitive guide for advisers to grow their practice

Interestingly, 52% of them joined from the beyond 15, or, B15 cities.

17,000 plus new distributors join the industry in 1 year

We address areas where Morningstar products can strengthen client relationships.

Join us in Nashik for a half-day event

Most ultra-high net worth individuals, or UHNWIs, in India are not familiar with robo-advisory.

Ultra-rich prefer human touch over robo advice: Study

More distributors are joining MFU through word-of-mouth, says its managing director and chief executive officer, V Ramesh.

'Around 90% transactions on MF Utility are paperless'

Ian Robertson reviews the book 'Succession Planning for Financial Advisors'.

Succession planning for financial advisers

While the recent correction has panicked investors, advisers have not seen any redemption pressure.

What advisers are telling their clients

Insights from the key learnings of leading advisers.

Secret mantras of three successful advisers

Distributors say that taking away the additional incentive would create entry barriers for attracting new talent.

Does removal of additional commission impact IFAs?

Rajesh Kulwal loggs in 311 SIPs while Bhusawal based adviser Rupesh Jain initiates 407 SIPs in a single day.

How these IFAs are setting new records in getting SIPs

Schedule of Events

Date Event Name Location Register
23/02/2018 Morningstar Adviser Forum 2018 Nashik Register

Past Events

Date Event Name Location
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

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