Sunday, January 19, 2020

Steve Wendel, head of behavioral science at Morningstar, will discuss how advisers can ascertain client goals.

Join us in Mumbai for a half day event

Jimmy Patel, MD & CEO, Quantum Mutual Fund, on what advisers need to do when a fund manager exits.

How to counsel clients when a star fund manager exits

Robert Huebscher, Founder and CEO of Advisor Perspectives talks about referral marketing, how to use social media and more.

Why asking for referrals is not a good strategy

Systematic investment plan assets touched an all time high of Rs 3.17 lakh crore in December 2019.

Equity fund inflows rise in December 2019

Robert K. Huebscher, Founder and CEO of Advisor Perspectives, talks about the key trends in advisory practice.

'Advisers are not facing competition from robos'

In the age of DIY investing and information available at fingertips, here's how advisers add value to client's financial lives.

How advisers add value

Advisers plan to increase client engagement, adopt technology and focus on investor education.

Advisers draw up plans for 2020

Securities and Exchange Board of India (SEBI) has released code of conduct for Investment Advisers.

RIAs can't accept fees in cash: SEBI

Here are seven ways to help you prepare your business to capitalise on new opportunities as we head into a new year.

Tactics to help advisers succeed in 2020

Independent Financial Consultant Rajan Pathak on why IFAs should diversify their product offerings.

IFAs need to adapt and evolve to remain competitive

A study conducted by Financial Planning Association and SEI shows that many advisers are too caught up with today to plan for tomorrow.

Most advisers don't have a business plan in place

The key is to remember that it's how we're wired. Everyone-no matter how smart you are.

3 ways to help clients avoid investing mistakes

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
16/01/2020 Morningstar Adviser Forum 2020 Mumbai
17/12/2019 Morningstar Adviser Forum 2019 Chennai
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

Equity flows drop 78% in November 2019

24/12/2019

3 IIT batchmates who disrupted the Indian MF distribution

18/12/2019

India will have 1,186 millionaires by 2024

04/12/2019

Knowledgeable investors trust advisers the most

28/11/2019

Adviser Survey: What clients value from their adviser

28/08/2019

What advisers like about Morningstar Investment Conference

21/08/2019

Share your success mantra with Morningstar

31/07/2019

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

Do an Instant X-Ray of your holdings new

Compare performance of your Mutual Funds new

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