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Issue Name:August-September
Cover:Bridging the gap- Managing clients’ expectations in the age of uncertainty
Content:
S.No.Section NameTopicAuthor
1EDITOR SPEAK  Ranjeet S Mudholkar, CFPCM
2CHARTER MEMBER SPEAKLife Insurance and the role of advisorsAtanu SenManaging Director and CEOSBI Life Insurance Co. Ltd.
3READERS' FORUMLetters to the Editor 
4EXPERT SPEAKRegulatory convergence and consumer centricity are essential for driving the reforms in financial distributionJustice (Retd.) Shri. B.N. SrikrishnaChairmanFinancial Sector Legislative Reforms Commission (FSLRC)
5FP REPORTER• Bank SMS alerts to be charged on the basis of usage only• CPI-based inflation index bonds to be introduced soon• SEBI framework for search and seizure operations• SEBI issues advisory to public on complaints through online redress mechanism• Ombudsmen demand goes up in insurance domain• Regulations on insider trading• RBI invites applications for the establishment of SRO for microfinance institutions• Investment norms eased for NBFCs in insurance• Interest rate futures in 10-year bonds• Infrastructure mutual fund rules relaxed• EPFO investment pattern gets more flexible, however equity investments not permitted• Savings bank interest to be payable quarterly• Dealing room chats under scanner for monitoring manipulations in stock prices• Use-and-file product approval norms to be implemented• Banks likely to get into insurance broking• Issue TDS timely, says RBI• SEBI issues guideline on regulating and monitoring research analysts• No stamp duty to be charged on demat account agreements• SEBI may allow some companies to file shelf prospectus  
6GLOBAL REPORTER
  • Clients down, profits up in Australia
  • Retail Distribution Review (RDR) in U.K. improved advice quality, claimed a survey
  • Lloyds bank fined by FCA in U.K.
  • Social Media guidance issued in U.S.
  •  
    7FOCAL POINTBridging the gapManaging clients’ expectations in the age of uncertaintyNarayan Krishnamurthy
    8FIXED INCOMEInflation Indexed Bonds: How could they benefit your clients?Joydeep Sen, CFPCM
    9TAX QUERY CORNERTax experts fromS. C. Vasudeva & Co
    10FP CLASSROOMRevisiting fundamental analysis from the practitioners’ perspectivePardhasaradhi Madasu, CFPCMAssociate Professor – Finance AreaSiva Sivani Institute of Management
    11PLANNER’S DIARYMy Journey for becoming an Investment AdviserSuresh Sadagopan, CFPCMFounderLadder7 Financial Advisories
    12FPSBI EVENTFinancial Planning Symposium:Managing Financial Planning Practice Amidst Dynamic Economic Environment 
    13PRACTICE MANAGEMENTTransition to fee-based advisory modelSourajit AiyerSenior Manager, Investor RelationsMotilal Oswal Financial Services Ltd.
    14INDUSTRY STATSIndustry Statistics 
    15DEBT MANAGEMENTThe Role and Significance of Credit CounsellingSatish MehtaCo – Founder and DirectorCredexpertJaina ShahCo – Founder and DirectorCredexpert
    16EDUCATION PARTNERS’ DIRECTORY  
    17CONTINUOUS EDUCATION QUIZ  
    18BEYOND THE PLANFees, not commissions, are the new incentivesGautam Chikermane, CFPCM
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