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S.NoJournal ImageIssueCover StoryView Content
1JULY/AUG 2017Artificial Intelligence: Role in the Financial Planning IndustryView
2MAY/JUNE 2017MAY/JUNE 2017View
3MARCH / APRIL 2017Financial Literacy!View
4JANUARY / FEBRUARY 2017Changing Investment Patterns of Indians: From Physical to FinancialView
5NOVEMBER / DECEMBER 2016DEMONETISATION - START OF A FINANCIAL REVOLUTION IN INDIAView
6SEPTEMBER/OCTOBER 2016LET'S GET DIGITAL - THE EMERGENCE AND RISE OF CRYPTOCURRENCIESView
7JULY/AUGUST 2016CHANGING FACE OF FINANCIAL DISTRIBUTIONView
8MAY/JUNE 2016WHAT YOU SHOULD KNOW ABOUT FATCA - IMPACT & IMPLICATIONSView
9MAR/APR 2016WORLD OF FINANCIAL APPS: ENGAGING TOOLS FOR THE TECH-SAVVY PLANNERSView
10January-February 2016Save More! Spend Less! Build Wealth!View
11DECEMBER-2015Unlocking Home Equity During Silver Years by Reverse Mortgage.View
12OCTOBER-NOVOVEMBER 2015With Digitisation will Indians attitude towards Gold ChangeView
13APRIL - MAY 2015The Power of Storytelling in Financial AdvisoryView
14FEBRUARY-MARCH 2015Thumb Rules – When they work and when they don’tView
15DECEMBER 2014 - JANUARY 2015Couples and Money Management - Engaging both partners for comprehensive advisoriesView
16OCTOBER - NOVEMBER 2014The rise of automated advisoryView
17August - September 2014Real Estate Investment Trusts – An Emerging Asset ClassView
18June - July 2014The Credit Score ConundrumView
19April-May 2014All about CrowdfundingView
20February-March 2014Insurance Brokers - An Essential Link In Insurance DistributionView
21December 2013 - January 2014The Changing Face of Real EstateView
22November-December 2013Emergence of Registered Investment AdvisersView
23October - November 2013Health Insurance Reforms - Creating strong foundation for financial wellbeingView
24September - October 2013Living Longer, Working Longer - The Changing Landscape of RetirementView
25August-September 2013Bridging the gap- Managing clients’ expectations in the age of uncertaintyView
26July-August 2013Evolving regulatory framework in the Insurance Sector - How it will impact the consumers and advisoryView
27June-July 2013Build your Practice – Tools for helping you forge AheadView
28May-June 2013Dismantling the One Stop Shop – Bringing Order in the Investment Advisory Space within BanksView
29April - May 2013The Future of Finance: A Roadmap - How the Indian Financial Code will change your lifeView
30March - April 2013Expand Your ReachView
31February - March 2013Right Selling – Creating Pathway for Win-WinView
32January - February 2013The New Regulatory Environment – Opportunities for Financial PlannersView
33December 2012 - January 2013Convergence of Alternative Investments with TraditionalView
34November - December 2012Planning for the Global ClientsView
35October - November 2012Managing Clients' ExpectationsView
36September - October 2012The Hidden WealthView
37August - September 2012Helping your clients to get the most out of Employment with Employee BenefitView
38July - August 2012Estate Planning - The Legacy for Loved OnesView
39June - July 2012Financial Sector Reforms - Enlightening the ConsumersView
40MAY - JUNE 2012DEVELOP AN EFFECTIVE SOCIAL MEDIA MIXView
41APRIL - MAY 2012Decoding the Hedge Fund MirageView
42MARCH - APRIL2012Changing Landscape of The Financial Planning IndustryView
43FEBRUARY - MARCH 2012Financial Plan Review - Assessing Progress and SuitabilityView
44JANUARY - FEBRUARY 2012The Changing Role of Real EstateView
45DECEMBER 2011 - JANUARY 2012Beyond PlaningView
46NOVEMBER - DECEMBER 2011Evolution of Professional PracticeView
47OCTOBER - NOVEMBER 2011Addressing Gen - Y : Getting them while they’re YoungView
48SEPTEMBER - 2011Financial Freedom In Retirement - Helping Your Clients Get The Most From RetirementView
49AUGUST - 2011The Importance of Behavioral Finance -
Help your clients make the right financial decisions
View
50JULY - 2011All in The Family - The Growth of Family OfficesView
51JUNE - 2011Maneuvering a Tight SpotView
52MAY - 2011Living Benefit Insurance How Non - Life Insurance Can Fortify Financial PlansView
53APRIL - 2011Asset Allocation Optimization - A Holistic Approach to Investment PlanningView
54March - 2011Changing role of Life Insurance AdvisoryView
55FEBRUARY - 2011The Alternative Allure: Advising on Alternative Asset ClassView
56JANUARY-2011Crystal Gazing 2011 - Bridging The Trust DivideView
57DECEMBER - 2010Give Your Practice The Technology PushView
58November - 2010A New Approach to Life Stage PlanningView
59October - 2010Insurance Distribution Channels - Advisory To Become CrucialView
60September - 2010Retirement Planning - Getting It RightView
61AUGUST - 2010Take Your Practice onto the Next LevelView
62July - 2010Evolving Business Models In Indian Mutual Fund IndustryView
63June - 2010Financial Literacy - Shaping Financial BehaviorView
64May - 2010Solving the Health Care Puzzle in Financial AdvisoryView
65April - 2010Build A Real Estate AdvisoryView
66January - March 10What to Look for in 2010View
67OCT-DEC 2009The New Tax Code, New Confusions – How It Will Affect You And Your Clients…View
68July - September 2009Right Attitude For Right Practice - Progressing From Selling to CounselingView
69April - June 2009Evolution Of Indian Retail Banking - From Transaction Based to AdvisoryView
70January - March 2009Changing Outlook of The Indian Financial Services IndustryView
71October - December 2008Discovering The Financial DNA Of ClientsView
72July - September 2008Shaping Your Practice To Next LevelView
73March - June 20086 Growth Factors Driving the Financial Planning ProfessionView
74Jan - March 2008Career Opportunities For Young Financial PlannersView
75July - December 2007Is it Time For Free Advice?View
76January-June 2007It’s Time For MetamorphosisView
77October-December 2006India and the Property DisciplineView
78July-September 2006Establishing a Consumer Centric Financial Services Delivery InfrastructureView
79January-June 2006Pension Management in India on The Path to ReformsView
80October-December 2005Financial Planning as Change Agent In The Personal Financial LandscapeView
81July-September 2005Masters of The New DominionView
82April-June 2005Risks in Retirement BenefitsView
83January-March 2005Understanding Investor PsychologyView
84October-December 2004Financial Planning... A Process to Help You to Meet Your Life Goals...View



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