Monday, December 11, 2017

Examples of behavioral finance tools to use in your practice.

How to help clients overcome behavioral obstacles

3 industry leaders share their views on technology trends

Fintech innovation, fads, & the future of investing

The adviser force increased by 9,505 from 68,020 in December 2016 to 77,525 as on September 2017.

New distributors flocking to mutual funds

Here are a few ways you can protect your brand and deliver the experience you promise.

How do you know you are providing "The Disney Experience"?

The assumption is that by focusing on one niche we are leaving business on the table, or that the opportunity isn't big enough. This simply isn't true.

In defense of the niche firm: repositioning the competition

How to navigate clients through financial tensions.

Why your clients should have a freedom fund

Referral marketing is all about communicating the right message consistently.

Why how you answer "how's it going?" affects referrals

The future of the investment management industry is online.

What's next for robo-advisers?

What has changed for MF advisers post demonetization.

How rainmakers of mutual fund industry benefitted post demonetization

Hitesh Kakkad advises Rs 72 crore MF AUA across 1,800 clients in Jalgaon.

This Jalgaon based IFA onboards a client in 8 minutes!

Former AMC professional Hemant took the entrepreneurial plunge in 2004. Today, his firm serves 10,000 clients.

How Hemant Rustagi scaled to Rs 900 crore MF AUA in 13 years

Of Rs 10.41 lakh crore assets held by individual investors in mutual funds, 86% or Rs 9 lakh crore is serviced by distributors.

86% of individual MF assets are advised by distributors

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
28/11/2017 Morningstar Adviser Forum 2017 Ahmedabad Register

Past Events

Date Event Name Location
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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