Financial Advisors

Experts split on expanding Niti's role to oversee financial allocations

Currently, all financial negotiations with states are handled by the Department of Expenditure in the Finance Ministry

Updated On: 11 Jun 2024 | 7:59 PM IST

Professionals serving affluent clients must buy bigger indemnity covers

They should avoid professional indemnity policies with sub-limits or high deductible

Updated On: 05 Dec 2022 | 11:15 PM IST

Sebi launches investigation against finfluencer P R Sundar and his son

Sundar isn't registered with Sebi, has been giving options trading advice and training on his social media handles. He has a million subscribers on YouTube, 480,000 followers on Twitter

Updated On: 30 Nov 2022 | 4:03 PM IST

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

Updated On: 09 Sep 2022 | 6:03 PM IST

Explainer: Climate change and financial disclosure - what's at stake?

Japanese financial institutions are struggling to put a price tag on the cost of climate change, an effort made difficult by the long timeframe and a lack of data for making credible predictions.

Updated On: 25 Jun 2021 | 6:53 AM IST

SoftBank to lead nearly $1.2 billion investment in diagnostics firm Invitae

SoftBank founder Masayoshi Son has been expanding his investments in publicly traded companies in recent months, including in Amazon.com Inc., Facebook Inc. and Alphabet Inc.

Updated On: 05 Apr 2021 | 8:00 PM IST

Are you spending too much? Time for a reality check on financial immunity

Reduce leverage, enhance insurance coverage and size of contingency fund to improve score

Updated On: 17 Nov 2020 | 6:10 AM IST

Financial advisers ask Sebi to extend deadline for renewal of certification

According to experts, renewal of certification through CPE points is a globally accepted norm

Updated On: 02 Nov 2020 | 11:46 PM IST

YES Bank crisis: Paying loan? Shift ECS mandate to a nationalised bank

If you are paying a personal/home loan or doing SIPs, shift ECS mandate to another bank. It just might make sense to have one account with a nationalised bank

Updated On: 10 Mar 2020 | 2:33 AM IST

Selling mutual funds turns less attractive for financial advisors

IFAs say the reduction in incentives, and over-regulation is making MF distribution a less attractive proposition

Updated On: 21 Oct 2019 | 11:33 PM IST

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

Updated On: 22 Sep 2019 | 12:15 AM IST

Leading MF advisors expecting a 20% fall in revenues: Survey

Most IFAs seem to be unhappy with the way MFs are passing on the entire burden of TER cuts to them

Updated On: 06 Sep 2019 | 10:01 PM IST

Govt's financial advisors to go on study tour to US' Sanford, Washington DC

Proper arrangements have been made ensuring that the work of the officer in training is looked after by the financial advisor of another department

Updated On: 10 Aug 2018 | 11:00 PM IST