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Monday, December 9, 2019
ADVISER

Equity flows drop 78% in November 2019

Net inflows in equity funds dropped by 78% from Rs 6,026 crore in October 2019 to Rs 1,312 crore in November 2019.

Equity flows drop 78% in November 2019
ADVISER

How to Advise Extraverts

Extraverts can be quite difficult for advisers to build close relationships with, because they are attempting to make their own decisions.

How to Advise Extraverts
ADVISER

Enhance your strategic planning with questions you ask clients

There are some parallels between charting your clients' course and updating your own.

Enhance your strategic planning with questions you ask clients
ADVISER

Financialization of savings trend to benefit the top 5 AMCs

A Nirmal Bang report notes that brand recall and distribution strength will help the top five AMCs gain higher market share.

Financialization of savings trend to benefit the top 5 AMCs
ADVISER

3 IIT batchmates who disrupted the Indian MF distribution

Vijay Kuppa of ORO Wealth on how they are transforming their business to tackle the growing competition in the robo advisory space.

3 IIT batchmates who disrupted the Indian MF distribution
ADVISER

It's more important to motivate than to inform

Your top communication goal with clients, most of the time, is to motivate.

It's more important to motivate than to inform
ADVISER

Takeaways from Morningstar Adviser Forum

Here are some of the key takeaways for advisers from the Morningstar Adviser Forum held in Pune yesterday.

Takeaways from Morningstar Adviser Forum
ADVISER

iFAST launches marketing platform for RIAs

LicensedAdviser.in is a directory of SEBI RIAs which will help investors look for a licensed adviser.

iFAST launches marketing platform for RIAs
ADVISER

The SIP king of Jaipur

Read on to find out how Ashish Modani of SLA Financial Solutions made it big in advisory by building his team.

The SIP king of Jaipur
ADVISER

Now, auto empanel with 21 AMCs through BSE StAR MF

BSE StAR MF has launched four new services to attract distributors on its platform.

Now, auto empanel with 21 AMCs through BSE StAR MF
ADVISER

Global regulatory trends in advisory

Mary Leung, Head - Standards and Advocacy, Asia Pacific at CFA Institute, on how reforms have shaped the financial advisory practice around the globe.

Global regulatory trends in advisory
ADVISER

New ARN registrations drop in individual category

New IFA enrollments fell by 13% from 20,339 in FY18 to 17,625 in FY19.

New ARN registrations drop in individual category
ADVISER

IFAs need to grow their debt fund book

At the Morningstar Investment Conference 2019, four advisers talk about how they are making a mark in financial advisory.

IFAs need to grow their debt fund book
ADVISER

How advisers can gain client trust

Jimmy A Patel, MD & CEO Quantum Mutual Fund, on the importance of ethics in financial advisory.

How advisers can gain client trust
ADVISER

Advisers, have you planned your succession?

If you promise excellent service for a lifetime, do you mean their lifetime or yours?

Advisers, have you planned your succession?
Read More...

Schedule of Events

Date Event Name Location Register
17/12/2019 Morningstar Adviser Forum 2019 Chennai Register

Past Events

Date Event Name Location
26/11/2019 Morningstar Adviser Forum 2019 Pune
01/08/2019 Morningstar Adviser Forum 2019 Hyderabad
04/07/2019 Morningstar Adviser Forum 2019 Ahmedabad
03/07/2019 Morningstar Adviser Forum 2019 Vadodara
13/06/2019 Morningstar Adviser Forum 2019 Jaipur
30/05/2019 Morningstar Adviser Forum 2019 Mumbai
16/05/2019 Morningstar Adviser Forum 2019 Bangalore
26/04/2019 Morningstar Adviser Forum 2019 Delhi
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

Credit risk funds continue to see outflows in May

 17/06/2019

Will ESG find acceptance among Indian investors?

 29/05/2019

SEBI floats consultation paper on SRO for distributors and RIAs

 09/04/2019

Morningstar India launches Discretionary Managed Portfolios

 15/04/2019

Blogging is a great way to acquire clients

 06/03/2019

Women should take charge of their finances

 20/03/2019

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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