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  This is where the real churn is happening
Abhenav Khettry of Vyana Wealth, Kolkata, has put together a fascinating list of M&A activity in India’s asset management industry over the last 20 years. He has painstakingly chronicled every single takeover, every stake sale and every closure of firms in the AMC world since 1998.
01-Sep-2017

What’s your decision, Mr. SEBI Chairman?
Lets say you (my reader) are the SEBI Chairman for a day and the key issue in front of you today is a decision on a proposed new regulation that will impact what mutual fund distributors can and cannot do in terms of guiding investors.
16-Aug-2017
 

  UF submits strong representation on SEBI RIA proposal
United Forum’s submissions to SEBI on its RIA proposals raise some pertinent points, which we sincerely hope the regulator will consider seriously.
02-Aug-2017

Thank you Bharat, from the bottom of our hearts!
We received a lot of positive feedback on our recently concluded 8th annual Wealth Forum Platinum Circle Advisors Conference. But this mail from Bharat Phatak is really special for our team at WF. Thank you Bharat, from the bottom of our hearts!
16-Jul-2017
 

  Value of Good Advice: 4.95% p.a.
We are very happy to share an industry-first initiative: the Wealth Forum MF Advisor Alpha Report 2017
05-Jul-2017

SEBI’s new RIA proposals humiliate MFDs
SEBI’s latest RIA proposals announced yesterday finally recognize the importance of maintaining product suitability responsibilities with MFDs, but strangely conclude that they cannot offer incidental advice anyway – which violates clearly established IOSCO principles. Its latest salvo completely ignores all the recommendations of its own International Advisory Board. And the unkindest cut of all is a new fatwa that distributors must declare to their clients – at the time of executing every transaction – that they may not be acting in their clients’ best interests. This is plain defamatory and humiliating.
23-Jun-2017
 

  3 diverse views on the industry’s No 1 issue
FinalMile says young investors don’t want to engage with mutual funds – they don’t find them relevant in their lives, and yet the industry is trying hard to engage with exactly this audience. The fund industry is growing strongly, yet its penetration into households remains in low single digits. What is the way forward to make meaningful inroads into the MF industry’s No 1 issue: retail penetration? This was the subject of an engaging panel discussion at FIFA’s recently concluded annual conference. Three diverse views were discussed, by three industry experts. Which one seems the best way forward? Read on and decide for yourself.
17-May-2017

70% investors say they will go direct, but....
At the recently concluded FIFA annual conference, FinalMile gave a curtain raiser on the results of their study on investor behaviour – a pioneering exercise initiated by FIFA. The insights from this study are fascinating indeed – especially the responses from investors in “cold state” and “hot state” on whether they will opt for direct plans, when made aware of the difference in costs. And, in this insight, is a very valuable lesson for every MF distributor.
16-May-2017
 

  The best investment your clients can ever make
The 3rd edition of HDFC Charity Fund for Cancer Cure opens on 10th March - don't miss the opportunity of helping your clients invest for the best returns their money can possibly give - saving lives.
10-Mar-2017

Trail commissions are anti-investor
Trail commissions are anti-investor: that’s the conclusion that the Canadian regulator (CSA) has reached in its recent discussion paper where it calls for eliminating embedded commissions in mutual funds, to be substituted by a fee based model. CSA has made 3 points on why it believes trail is anti-investor – which bear careful reflection.
18-Jan-2017
 

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