Financial Advisors

22 posts
Business Development

Generating Alpha with Deep Learning

Using Machine Learning algorithm for tactical asset allocation It is an endeavour of every investor to make money without taking any undue risk. This is the…

Creating Portfolios that Make a Difference

“You don’t have to be a genius or a visionary or a college graduate to be successful. You just need a framework and a dream”…

Research

DIY Investing May Lead to an Unhealthy Portfolio During the Current Pandemic: Here’s Why

In financial decisions, the two most common steps to look out for are Emotions and Information asymmetry. These are precisely the reasons that for the majority…

Financial Advisors

How Financial Advisors can Leverage Fintso’s Analytical Capabilities

With increasing digital adoption by clients, there is an increasing need for advisors to adopt technology to enhance their advisory capabilities. Data is the new superpower,…

Technology

Choosing an Advisor – How Technology Will Drive This Decision?

In this charged environment of Covid-19, investors need to be tech-savvy and personally quite invested. This involvement in financial planning has led to a shift in…

Financial Advisors

4 Reasons Why Manufacturers and Vertical Aggregators Still Need IFAs

India is expected to be the fourth largest private wealth market globally by 2028. - Global Wealth Migration Review India benefits from a large cross-utilization of…

Business

How is Financial Advisory Coping with These Tough Times?

With experience, you can access, predict and judge a lot of financial situations, crises and conditions. But some situations are beyond our predictions, come unannounced and…

Financial Advisors

How is Working From Home Affecting an IFA’s Business?

Does working from home affect an IFA's business?Advisors are the heart of the wealth management industry in India. Their ability to serve growing customer needs…

Business

My Business, My Brand

The one business and I can say the only business in the world that adds revenue by others’ performance is that of Wealth Management/Advisory or…

Products

Financial Advisors are left with limited understanding of the Financial Instruments

Financial advisors are more than mere trade executers for their clients. Their role begins with building a network and establishing relationships with their clients to decipher…

Business

Expectations of an Investor from his Advisor

What does an investor expect from his advisor?Have patience to listen to clients requirementMake a plan about how to achieve objectives systematicallyUnderstanding of wide range…

Technology

From Digital Connections To Direct Networking

IFAs coming together: · Importance of networking within IFAs · Increasing knowledge about the industry and its evolution · What IFAs need to evolve. What IFAs need to do…