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Financial planners focus spotlight on skills
Livemint.com

Financial planners focus spotlight on skills

Were still years away from practising the motto, Customer is King, but the financial advisory industry is taking baby steps towards it. Recently, Mumbai-based financial planner, Gaurav Mashruwala, got ISO: 9001:2008 certification. ISO, or ... Livemint.com, 3 days ago
Livemint.com

IFC gets a Modi push

A recent news report ( http://goo.gl/Z3BllG ) talked of Prime Minister (PM) Narendra Modi putting his weight behind the rewriting of the Indian financial sector laws. It spoke of the President alerting the PM in early October this year of the shoddy ...
 Livemint.com4 days ago IFC gets a Modi push [Mint, New Delhi :: ]  BusinessWeek4 days ago

Is it time to take stock

For most of us, getting into the savings game is a simple, two-step process: take your lump sum, or decide how much you can save per month, and then find the savings account that offers the highest interest rate. For most of us, getting into the ...
 Irish Independent3 weeks ago
Livemint.com

Too much choice; too little help [Mint, New Delhi :: ]

Oct. 29--That even smart people make dumb money mistakes is now fairly well established. We are not the Econ 101 textbook perfect economic agents who maximize utility with perfect calm, using all the perfectly disclosed information to make the most ...
 BusinessWeek3 weeks ago Too much choice; too little help  Livemint.com3 weeks ago
Securities Technology Monitor

Jane Rooney, Canada's First Financial Literacy Leader, Joins FPSC President & CEO Cary List in Challenging CFP(R) Professionals to Reach 2,020 Canadians

Individuals will donate time and expertise in local communities TORONTO, ONTARIO--(Marketwired - Oct. 22, 2014) - From November 1 to 17, Certified Financial Planner(R) professionals will host informational presentations to groups from their ...
 Scottrade1 month ago
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RISKSA Magazine

FPI partners with Sanlam to enhance the proficiency of financial planners

Published 2014 Fri 10 Oct Johannesburg The recent global Comparator Research Survey, conducted by Financial Planning Standards Board (FPSB), revealed that the value of a CERTIFIED FINANCIAL PLANNERĀ® professional to business has ...
 Insurance Gateway1 month ago FPI and Sanlam announce Corporate Partner agreement  RISKSA Magazine1 month ago
Livemint.com

Gift a pension this festival season [Mint, New Delhi :: ]

Oct. 08--The mass affluent Indian home is run on the steam of its band of domestic help -- garbage collector, cleaner, housekeeper, cook, driver, gardener, guard, car cleaner, and more -- which provides direct services to the household. Then there ...
 BusinessWeek1 month ago

Industry practice will ensure an only-trail commission model

High upfront mutual fund commissions are back. My colleague Kayezad E. Adajania collected data on commissions paid on 25 new fund offers (of the 32 launched) in 2014 (you can read the story here: http://goo.gl/ea8zZD ) and found two things. One, ...
 Livemint.com1 month ago
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