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Issue Name:OCTOBER - NOVEMBER
Cover:The rise of automated advisory
Content:
S.No.Section NameTopicAuthor
1 EDITOR SPEAK   Ranjeet S Mudholkar, CFPCM
2 CHARTER MEMBER SPEAK  Arundhati Bhattacharya Chairman, State Bank of India (SBI).
3 READERS' FORUMLetters to the Editor 
4 FP REPORTER
  • 123 alternative funds get registered with SEBI
  • Plugging selective leaks in research reports
  • Checking regulatory arbitrage
  • Upfront commissions in Mutual Funds may be abolished
  • SEBI to allow corporate bond re-issuances
  • Delhi Stock Exchange to be de-recognised
  • SEBI rejigs supervision model
  • Higher loan against infra bonds
  • Deposit growth tapers
  •  
    5GLOBAL REPORTER
  • Insurance commissions ban debated in Australia
  • US-style national adviser exam in Australia
  • Grandfathering provisions finalised under FoFA
  • Qualifications and membership details of advisers to be included in public register
  • FoFA likely to increase advice costs in Australia
  • Rename general advice, says FSI
  • Distinguish between aligned and independent planners, says AIST
  • New directory of retirement advisers to be set up
  • RDR enhances the professionalism amongst advisers
  • Advisory firms cautioned to comply with regulations
  •  
    6FOCAL POINTThe rise of automated advisoryNarayan Krishnamurthy
    7HYBRID INVESTMENTCombining Debt and Equity through Structured ProductsJoydeep Sen, CFPCM
    8EVENT Morningstar Investment Conference 
    9 PLANNER’S DIARY Barriers to Financial PlanningSridevi Ganesh, CFPCM
    Partner, Chamomile Investment Consultants
    10CREDIT SCORESRewarding Good Credit ScoresSatish Mehta
    Founding MD, CIBIL
    11INVESTMENT PLANNINGUnderstanding Technical IndicatorsPardhasaradhi Madasu, CFPCM
    Associate Professor – Finance Area, Siva Sivani Institute of Management.
    12PRACTICE MANAGEMENTBuilding Trust – Key to Long Term Business ProgressionAmit Kukreja, CFPCM
    Founder, WealthBeing Advisors.
    13FINANCIAL DERIVATIVEUnderstanding Interest Rate FuturesVinay Shivdasani
    Associate Private Banker,
    Edelweiss Financial Services
    14 INDUSTRY STATS   
    15 TAX QUERY CORNER   
    16 EDUCATION PARTNERS’ DIRECTORY   
    17 CONTINUOUS EDUCATION QUIZ   
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