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Sunday, August 25, 2019
ADVISER

How to understand what investors value in a financal adviser

Aligning the expectations of investors and advisers.

How to understand what investors value in a financal adviser
ADVISER

'Life planning helps shift focus from returns to life'

SEBI-registered Investment Adviser Indresh Malik on how life planning has helped his clients.

'Life planning helps shift focus from returns to life'
ADVISER

'Existing business models will be challenged'

Aakash Bansal, CEO, Mercury Financial, talks about how their new platform helps distributors and RIAs.

'Existing business models will be challenged'
ADVISER

Adviser Survey: What clients value from their adviser

Take this survey which aims to find out what you think investors value when working with an adviser.

Adviser Survey: What clients value from their adviser
ADVISER

Net inflows in equity funds up 6% in July

Despite volatile markets, collections from SIPs increased marginally from Rs Rs 8,122 crore in June to Rs 8,324 crore in July.

Net inflows in equity funds up 6% in July
ADVISER

Is adviser alpha dead?

Suresh Sadagopan of Ladder 7 Financial Advisories on why adviser alpha is irrelevant for an advised client.

Is adviser alpha dead?
ADVISER

AIFs are a new era of opportunity for advisers

The appetite for Alternative Investment Funds from HNIs is only increasing.

AIFs are a new era of opportunity for advisers
ADVISER

SEBI proposes all-trail model for PMS distributors

Distributors selling Portfolio Management Services will have to disclose their commissions to prospective clients.

SEBI proposes all-trail model for PMS distributors
ADVISER

'A person may be materially successful but not at peace'

Life Planner Vivek Damani on how life planning has helped his clients and his practice.

'A person may be materially successful but not at peace'
ADVISER

Have you saved the world today?

Join us to interact with Bittu Sahgal, founder of Sanctuary Asia, on wildlife conservation and climate change at the Morningstar Investment Conference.

Have you saved the world today?
ADVISER

How to advise the follower investor type

Michael Pompian shares some strategies for overcoming this behavioral investor type's biases.

How to advise the follower investor type
ADVISER

Help clients save for retirement

Sarah Newcomb, Director of Behavioral Science at Morningstar, will share practical tips on how advisers can help clients save for retirement at the Morningstar Investment Conference.

Help clients save for retirement
ADVISER

What advisers like about Morningstar Investment Conference

The Morningstar Investment Conference will be held in Mumbai on September 17-18, 2019.

What advisers like about Morningstar Investment Conference
ADVISER

Many advisers are outsourcing portfolio management

Dhaval Kapadia, Director - Portfolio Specialist, Morningstar Investment Advisers India, on the benefits of outsourcing portfolio management for advisers.

Many advisers are outsourcing portfolio management
ADVISER

5 ways portfolio outsourcing can grow your practice

Outsourcing portfolio management can help you spend more time with clients, build stronger relationships and increase your assets under management.

5 ways portfolio outsourcing can grow your practice
Read More...

Schedule of Events

Date Event Name Location Register
No upcoming events.

Past Events

Date Event Name Location
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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