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Issue Name:July-August
Cover:Evolving regulatory framework in the Insurance Sector - How it will impact the consumers and advisory
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK Ranjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKThe Future of Financial PlanningArvind SethiManaging Director and CEOTATA Asset Management Ltd.
3READERS' FORUMLetters to the Editor 
4INDUSTRY STATSIndustry Statistics 
5FP REPORTER
  • Good news for Consumers: IRDA accepts e-KYC norms
  • SEBI allows MFs to hold gold certificates
  • Changes in pension fund investment guidelines to enhance safety
  • Health and motor insurance may go paperless
  • Foreign Portfolio Investors Regulations on anvil
  • Now, distributors can buy and sell mutual funds on stock exchanges
  • New guidelines for research analysts ahead
  • IRDA working to tighten distribution
  • Investors in the capital markets to gain from the new redressal mechanism
  • Measures to deal with erroneous trades on stock exchanges
  • Mandatory training for agents causing stress, says industry
  • New regulations for real estate investment trusts could deepen market
  •  
    6GLOBAL REPORTER
  • Marriage Tax Allowance in the UK
  • Scholarships for financial planning students
  • Referral for financial planners
  • Free advice to bushfire victims
  • World Wealth Report forecasts a 50% increase in millionaires by
  • Financial Planning Week
  •  
    7FOCAL POINTEvolving regulatory framework in the Insurance Sector –How it will impact the consumers and advisoryNarayan Krishnamurthy
    8INSURANCE PLANNINGInsurance Needs Analysis-Income Replacement versus Expense ApproachShawn BraymanPresidentPlanPlus Inc.
    9FIXED INCOMEManaging Investment Advisory amidst Volatility in the Fixed Income MarketJoydeep Sen, CFPCM
    10TAX QUERY CORNERTax experts from S. C. Vasudeva & Co
    11PLANNER’S DIARYContinuing education is the key to retain the edgeSuresh Sadagopan, CFPCMFounder Ladder7 Financial Advisories
    12INVESTMENT PLANNINGThe Role and Significance of Risk Profiling in Financial PlanningVinay Kumar Dutta Professor-FinanceFore School of Management
    13CORPORATE INSIGHTCompanies Act : An understanding of the ProvisionsArvind Rao, CFPCMChief Planner Dreamz Infinite Financial Planners
    14EDUCATION PARTNERS’ DIRECTORY  
    15CFPCM CERTIFICANTS’ DIRECTORY  
    16CONTINUOUS EDUCATION QUIZ  
    17BEYOND THE PLANThe inevitable transformation of financeGautam Chikermane, CFPCM
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