Page 3 - Financial Advisor

Kotak Securities buys investment platform for advisors, MF distributors

Over 2,300 distributors use the FundExpert Fintech platform to manage mutual fund portfolios worth over Rs 15,000 crore

Simpolo raises $66 million from Motilal Oswal and India SME-managed fund

Simpolo group said that it would aim to use the funds to increase the market share and grow penetration in the market, both domestic and international

Professional advice helps: Top 10 myths about financial planning

It is wrong to believe that those knowledgeable about personal finance should not engage with a Registered Investment Adviser

Choosing the right financial planner is a wise investment, say experts

Discussing scope of work will enable the registered investment advisor to decide the right fee

Finflux Announces Addition of World-Class Advisory Board

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Toshiba board to appoint UBS as adviser for strategic review: Report

Toshiba Corp's 6502.T board is set to appoint UBS UBSG.S as financial adviser to work on a strategic review for the Japanese conglomerate as it faces a possible private equity bidding war, said source

83% Indians trust robots more than humans to manage their finances

In India, 106 per cent of business leaders saw an increase in financial anxiety and stress, and their sadness grew by 47 per cent due to coronavirus pandemic

Passive funds can make managers deliver better value: Tim Edwards, S&P Dow

"Historically, Indian investors have shown a very strong home bias - investing all or nearly all of their capital, domestically," says Edwards

Financial experts express mixed feelings on RBI's restructuring package

Srei Infrastructure Finance vice chairman Sunil Kanoria said the RBI restructuring package is somewhat "restrictive and not a workable solution"

Mutual fund industry hit as new 'financial advisor' additions plunge

ARN is a unique code allotted to intermediaries by the Association of Mutual Funds in India (Amfi)

Choices galore for financial advisors, but pick the one suitable for you

What may work for your co-worker may not necessarily work for you. If you are looking to focus on your money life in 2020 and wondering of all the options out there, read on

Penny wise and pound foolish: Why hiring a financial advisor is a good idea

The cost of poor decisions on your finances is usually much higher than what you would spend on an advisor's fee

Know the difference between Financial Advisor and Financial Distributor

The rigour and precision you put into choosing who steers your finances today, has the potential to fundamentally shape the financial future of you and your family